ESSENTIAL FUNCTIONS

65% Issue simplified and fully underwritten cases for all products approved by underwriting which includes:

• Reviewing file for accuracy and making required changes;
• Verifying that applicant is eligible for benefits applied for;
• Verifying that applications marked as replacements have been processed correctly.
• Coding MIB’s;
• Complying with all company and state regulations;
• Coordinating with underwriters, contact center personnel, brokers and other departments and companies during the issue process;
• Preparing and reissuing policies; and
• Preparing duplicate policy requests

30% Coordinates application activity for all products, which includes:

• Managing all pending cases and COD cases which includes contacting brokers regarding pending requirements and activating cases when requirements are received;
• Corresponding with brokers via phone, email, and written correspondence by providing information needed to complete application and responding to request for additional information;
• Providing support to assigned underwriter as needed such as sending decline letters, labs, exams and closing cases;
• Providing information regarding adverse actions with various clients and departments;
• Remaining current on compliance for all company and state regulations;
• Following up with vendors for outstanding requirements, labs, exams, etc. and other insurance companies for 1035 exchange and transfers and running illustrations;
• Notifying reinsurers regarding policies with reinsurance; and
• Monitoring and maintaining assigned documents received and assigned underwriter and specialist queues.

 The list of essential functions is not exhaustive and may be substituted as necessary:

EXPERIENCE AND SKILL REQUIREMENTS

• Three to five years of experience in Underwriting or related experience required.
• High accuracy and attention to detail.
• Ability to execute tasks with detail and accuracy.
• Ability to adapt successfully to changing situations and procedures.
• Ability to work independently.
• Excellent verbal and written communication skills.
• Skilled in time management, ability to manage multiple priorities and continue to meet or beat deadlines.
• Ability to interact and communicate effectively and professionally with distribution systems, vendors, clients, and co-workers.
• In-depth product knowledge.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

•  Associate degree in business or related field, or related work experience, or equivalent required.
• Willing to obtain industry designation (ACS, PCS, FLMI)

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to work 40 hours within flex-time guidelines required (plus overtime as needed and/or required)