Life Care Associate

Essential Duties and Responsibilities:

• Perform initial review of submitted life insurance applications

• Validate agent licensing and appointment for business submitted

• Input case into agency management system for permanent record of business

• Submit good order applications to insurance carriers via secure delivery

• Order paramedical exams required by carrier for underwriting decision

• Track completion of exams and forward to insurance carrier for review

• Order medical records for clients to assist in underwriting decision

• Follow-up on requests for medical records to ensure timely completion

• Process issued life insurance policies for mailing to financial advisors/agents

• Send follow up notices to financial advisors/agents until delivery requirements are completed

• Review and submit delivery requirements to insurance carrier

• Ensure delivery requirements are received by insurance carrier and policy is placed in force

• Process various policy service requests

• Support Life Care Specialists with daily tasks

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Advanced Knowledge of:

• Principles, practices, and procedures of general office concepts

• Policies that govern personal life insurance operations.

• Process flows within specific assigned functional area.

• Regulations for specific assigned functional area.

Advanced Skill in:

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

• Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

• Analyzing data to identify discrepancies.

• Problem solving.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and a minimum of three (3) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• Life, Health and Variable Annuities License is helpful but not required.