Case Specialist

Security Financial•Lincoln, NE

About The Position

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers ESSENTIAL FUNCTIONS 70% Issue approved policies 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:

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.
Consistent and reliable attendance Is an essential function of this position.
Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.
Associate degree in business or related field, or related work experience, or equivalent required.
Willing to obtain industry designation (ACS, PCS, FLMI)
Ability to work 40 hours within flex-time guidelines required (plus overtime as needed and/or required)

Responsibilities

Issue approved policies 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
Preparing duplicate policy requests
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
Monitoring and maintaining assigned documents received and assigned underwriter and specialist queues.