AAA
Life Insurance Case Coordinator
As a Life Insurance Case Manager, you will play a crucial role in ensuring the efficient processing and management of life insurance cases from application submission to policy issuance. Your responsibilities will include reviewing applications, liaising with underwriters, coordinating with clients, and ensuring all necessary documentation is accurate and complete. The ideal candidate will have a strong understanding of life insurance products, excellent organizational skills, and a commitment to providing exceptional customer service. The Life Operations Case Manager will report to the Regional Manager for the market assigned. As part of a collaborative team environment, you will work with the Life Operations Supervisor, Manager, and other key members of the sales organization. Job Duties Reconcile outstanding pending case requirements and requests for additional information with agents. Identify any missing information or discrepancies and collaborate with agents or clients to obtain the necessary details. Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires. Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel. Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers Provides input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities. Qualifications Associates Equivalent combination of education and experience Preferred 1-3 years Business transaction processing or related experience Required 1-3 years Life insurance sale/service Preferred Excellent written and verbal communication skills. Proficient in all Microsoft Office Suite applications. Ability to use salesforce.com, FAST AS400, Life Desk and/or other systems/tools. Travel Requirements Occasional travel for business meetings or conferences. (5% proficiency) The starting pay range for this position is: $24.39 - $32.49 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance. Remarkable benefits:
Health coverage for medical, dental, vision
401(K) saving plan with company match AND Pension
Tuition assistance
PTO for community volunteer programs
Wellness program
Employee discounts
As a Life Insurance Case Manager, you will play a crucial role in ensuring the efficient processing and management of life insurance cases from application submission to policy issuance. Your responsibilities will include reviewing applications, liaising with underwriters, coordinating with clients, and ensuring all necessary documentation is accurate and complete. The ideal candidate will have a strong understanding of life insurance products, excellent organizational skills, and a commitment to providing exceptional customer service. The Life Operations Case Manager will report to the Regional Manager for the market assigned. As part of a collaborative team environment, you will work with the Life Operations Supervisor, Manager, and other key members of the sales organization. Job Duties Reconcile outstanding pending case requirements and requests for additional information with agents. Identify any missing information or discrepancies and collaborate with agents or clients to obtain the necessary details. Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires. Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel. Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers Provides input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities. Qualifications Associates Equivalent combination of education and experience Preferred 1-3 years Business transaction processing or related experience Required 1-3 years Life insurance sale/service Preferred Excellent written and verbal communication skills. Proficient in all Microsoft Office Suite applications. Ability to use salesforce.com, FAST AS400, Life Desk and/or other systems/tools. Travel Requirements Occasional travel for business meetings or conferences. (5% proficiency) The starting pay range for this position is: $24.39 - $32.49 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance. Remarkable benefits:
Health coverage for medical, dental, vision
401(K) saving plan with company match AND Pension
Tuition assistance
PTO for community volunteer programs
Wellness program
Employee discounts