Case Coordinator

FBL Financial Group • West Des Moines, IA

399d • Hybrid

About The Position

The Case Coordinator role at Farm Bureau Financial Services involves providing essential support to the underwriting team by analyzing and procuring necessary information to classify life insurance risks. This position emphasizes problem-solving, critical thinking, and strong organizational skills, contributing to the company's commitment to protecting client livelihoods and futures through integrity and teamwork.

Requirements

• High school diploma or equivalent plus two years relevant experience required.
• Loma ACS designation preferred.
• Knowledge of Windows and MS Office preferred.
• Independent thinking, analysis, and judgment required.
• Ability to handle confidential information appropriately.
• Strong verbal and written communication skills.

Nice To Haves

• Experience in underwriting life insurance.
• Medical background.

Responsibilities

• Provide support for the underwriting team, including analysis and judgment in procuring information necessary to classify life insurance risks.
• Respond to and resolve customer service requests according to company policies in a prompt and courteous manner.
• Perform review of applications with limited authority.
• Handle brokerage/reinsurance correspondence and transfer of documentation.
• Assist the underwriter in managing case files by generating and receiving requests for information from agents, clients, medical facilities, and vendors.
• Maintain the integrity of the pending file and track the 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 regarding processes, statuses, and requirements to internal and external customers.

Benefits

• Enhanced 401K with a match
• Low-cost health, dental, and vision benefits
• Life and disability insurance options
• Paid time off, including holidays and volunteer time
• Onsite wellness facility with fitness classes and programs
• Daycare center
• Cafeteria
• Hybrid work arrangement consideration

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED