You must have:
Customer Service background
High School Diploma
Receive and review new insurance applications for missing information
Conduct regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements.
Order, and review underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Maintains internal processing database to document work activity and communication on all assigned cases
Acts as a conduit for all issues associated with a case to include coordination with all internal departments
May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent
Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe
Taking initiative to review other than applied for offers on term cases to determine if alternatives exist
Responsible for reviewing and processing new insurance applications from application entry to policy placement.
Acts as liaison between the insurance agents and insurance carriers to ensure all applications are processed in a timely manner.
Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources.