Case Coordinator

FBL Financial Group•West Des Moines, IA

8d•Hybrid

About The Position

As a Case Coordinator, you will provide support for the underwriting team including analysis and individual judgment in the procuring of information necessary to classify life insurance risks. We deliver on our promise every day to protect livelihoods and futures. We do this through our value-based work, demonstrating service, integrity, leadership, teamwork, accountability and passion in all touch points with client members, employees, agents and vendors. You will also: Respond to and resolve customer service requests according to FBL Financial Group, Inc policies in a prompt, efficient and courteous manner for external customers, departmental staff, and other FBL personnel at all times. Perform review of applications with limited authority. Perform brokerage/reinsurance correspondence and transfer of documentation. Assist the underwriter in management of case files by generating and receiving requests for information to agents, client/members, medical facilities and vendors; maintaining the integrity of the pending file; and tracking movement of files. Create and produce correspondence for both internal and external communication. Engage in telephone and email conversations with internal and external customers. Provide information to internal and external customers regarding processes, statuses and requirements.

Requirements

High school diploma or equivalent plus two years relevant experience required.
Independent thinking, analysis and judgment required.
Ability to handle confidential information appropriately.
Strong verbal and written communication skills.
Must be able to work from our office located in West Des Moines, IA (hybrid home/office work schedule).

Nice To Haves

Loma ACS designation, knowledge of Windows and MS Office preferred.

Responsibilities

Provide support for the underwriting team including analysis and individual judgment in the procuring of information necessary to classify life insurance risks.
Respond to and resolve customer service requests according to FBL Financial Group, Inc policies in a prompt, efficient and courteous manner for external customers, departmental staff, and other FBL personnel at all times.
Perform review of applications with limited authority.
Perform brokerage/reinsurance correspondence and transfer of documentation.
Assist the underwriter in management of case files by generating and receiving requests for information to agents, client/members, medical facilities and vendors; maintaining the integrity of the pending file; and tracking movement of files.
Create and produce correspondence for both internal and external communication.
Engage in telephone and email conversations with internal and external customers.
Provide information to internal and external customers regarding processes, statuses and requirements.