Case Advocate, New Business - Life

Nationwide•Cranston, RI

12d•Hybrid

About The Position

Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you! As a Case Advocate, you'll be responsible for the management of life insurance cases from receipt of new applications through policy placement.

Requirements

Customer service experience preferred.
Knowledge of general business practices
Ability to prioritize work
Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care
Ability to make decisions with moderate oversight
Solid verbal and written communication skills to interact with internal and external audiences
Ability to research issues and determine optimal resolution
Decision making skills for problem identification and correction
Discretion while handling confidential matters (e.g., medical records).

Nice To Haves

Undergraduate studies preferred.

Responsibilities

Verifies all documents and information is complete and in good order.
Understands, identifies and communicates good order requirements needed to complete the application.
Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner, while maintaining frequent communication to manage expectations appropriately.
Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements.
Resolves issues with new business processing, licensing, commissions, vendors, etc.
Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures.
Continuously looks for ways to expedite and improve our processes and services.
Builds and maintains relationships with producers, firms, BGAs and sales partners.
Provides assistance/answers questions in a timely manner.
Updates policies once approved, so they can be issued.
Monitors issued cases and ensures all requirements are fulfilled, e.g., delivery receipts, illustrations, amendments, etc.
Processes requests for any policies not approved or declined by the insured after approval.
Updates records and sends out documentation for policies placed in incomplete status.
Reviews matched mail documents and updates files as received.
Contacts disbursement department to have internal/external 1035 requests completed.
Processes payment requests; researches and resolves money discrepancies received.
Generates checks as needed.
May perform other responsibilities as assigned.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire