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Insurance Operations Coordinator

3 months ago

Omaha, United States Ideal Teams Full time

Job Description:

As an Insurance Operations Coordinator, you will directly support our advisor team by managing the underwriting of life, disability, and long-term care insurance contracts for our clients alongside other experienced colleagues. This role requires a responsible, focused, and highly organized person willing to work collaboratively with team members and partners in the Northwestern Mutual home office to deliver a superior client experience. This is a salaried position on the operations team – no sales or business development is required in this role


Benefits:

  • PTO
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Long-Term Disability Insurance
  • 401K with company match and profit share potential


Work Schedule:

  • Monday to Friday
  • Around 45 hours per week with flexibility for some remote flexibility


Main Responsibilities:

Underwriting

  • Oversee the underwriting of the firm’s life insurance, disability, and annuity products.


Application Flow

  • Oversee application flow and schedule medical exams.


Effective Communication

  • Communicate effectively with clients, prospects, underwriters, producers, and fellow team members throughout the underwriting process.


Organize and Manage Cases

  • Organize and manage case inventory and maintain status tracking reports.


Insurance Illustrations

  • Run insurance illustrations and in-force ledgers.


Fund Management

  • Effectively and efficiently fund and refund life insurance premiums.


Policy Monitoring

  • Monitor existing client policies for rating reconsideration opportunities.


Client Service Communication

Answer clients’ questions about their policies, send reports, and in-force ledgers, and hold short Zoom/phone calls as needed.


Policy LatePays

  • Run the “LatePay Report” weekly and coordinate payment of overdue premiums to prevent a policy lapse.


MEC Warnings

  • Monitor MEC warning emails, and contact clients to coordinate actions to prevent policies from becoming MECs.


Client Service Report Review

  • Review the client service report regularly to track all actions affecting client policies (lapses, MECs, changes).


Additional Responsibilities:

Post-Approval Document Management

  • Send and obtain post-approval documents.


Rating Reconsiderations

  • Monitor and reach out to clients for rating reconsideration opportunities.


ISA Surpluses

  • Run monthly reports for surplus balances in Insurance Service Billing Accounts and refund clients as necessary.


Universal Life Premiums

  • Run quarterly reports to ensure Universal Life policies have payments made as scheduled.


Variable Life Allocations

  • Regularly review and ensure proper allocations for Variable Life policies.


Desired Skills and Experience:

  • Detail-oriented: High attention to detail, personal responsibility, and strong organizational skills.
  • Discretion and Judgment: Must exhibit the highest level of discretion and good judgment.
  • Problem-solving: Ability to effectively work through challenging situations with limited formal authority.
  • Proactive Mindset: Ability to anticipate and resolve issues proactively.
  • Adaptability: Ability to embrace change and work in a fast-paced professional environment.
  • Educational Background: Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
  • Licensing: Life & Health insurance licensed within 90 days of hire.