Where good people build rewarding careers.
Think that working in the insurance field can't be exciting, rewarding and challenging? Think again. You'll help us reinvent protection and retirement to improve customers' lives. We'll help you make an impact with our training and mentoring offerings. Here, you'll have the opportunity to expand and apply your skills in ways you never thought possible. And you'll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.
Assists with the evaluation and underwriting of New and Existing Group Voluntary Employer Accounts and employee level enrollment applications to ensure proper setup of systems information and issue final master policies and amendments as required by Legal Compliance.
Creates and distributes Offer Letters notifying clients of underwriting approval requirements
Creates verbiage for non-standard eligibility, benefits, and premiums based on the employer's request
Creates and distributes the Master Policy and any additional amendments necessary for customer signatures using templates created by Legal Compliance
Analyzes and reviews new case documentation for accuracy and completion and determine case acceptance based upon participation or approval by Senior Management
Evaluates and reviews documentation for New and Existing Group Voluntary Cases to ensure information provided is complete and meet the basic underwriting requirements. Communicates and takes necessary action if documentation is not complete
Communicates discrepancies and carefully documents concerns with the Home Office employees, Agents or Employers
Communicates final decision to release or deny coverage based on pre-set requirements
Releases cases within pre-defined authority amounts as determined by Senior Management
Responsible for responding promptly to customer inquiries via telephone, letter, or e-mail
Maintains Profitability and Participation Reports for accessing cases
High School diploma required, some college preferred
3 years of prior Customer Service experience
Experience in life and health insurance industry preferred
Excellent written and oral communication skills
Strong Analytical Skills
Ability to establish priorities and multi-task
Proficient in Microsoft Office, primarily Excel, Word, and Outlook