Financial Processor

5 days ago

Columbus, United States Randstad Full time

Are you someone who is a highly organized individual who enjoys finding missing details, prioritizing to do items and creating efficient processes? If that sounds like you then we have the job for you


We are actively seeking a Life Underwriting Case Admin to join a life insurance underwriting and operations team in Grandview Heights, Ohio. This is an exciting and rewarding career with a Fortune 100 company who has also been named as Fortune's "100 Best Places to Work" for 10 consecutive years.


Why Work For Us:

  • The pay is$19 per hour.
  • Start Date 1/6/25
  • Weekly Pay and Health Benefits
  • The work schedule is Monday to Friday from 8:00 am to 4:30 pm.
  • Hybrid work schedule- in office on Tues/Wed
  • Office Location: 1000 Yard St Grandview Heights, OH 43212
  • Free Parking
  • Opportunities for advancement



The Life Insurance Case Administrator under moderate supervision, facilitates the life insurance application and new business process prior to underwriting decisions being made. The case administrator manages an average of 80 to 160 life insurance applications monthly.


1. Verifies all documents and information is complete and in good order. Understands, identifies and communicates good order requirements needed to complete the application.

2. Resolves issues with new business processing, licensing, commissions and vendors. Provides guidance to business partners on application/new business processes, medical requirements, replacements and illustration procedures.

3. Reviews documents and updates file as received.

4. Follows up with business partners to ensure additional requirements are not needed or to resolve concerns that may arise.

5. Follows up with financial advisors, investment firms and brokers to communicate outstanding items on life polices and provides any assistance needed to obtain all of the requirements.

6. Updates records and sends documentation for all policies placed in incomplete status.

7. Processes payment and check requests.

8. Researches and resolves payment discrepancies that does not match accounting records.

9. Builds and maintains relationships with financial advisors, investment firms, brokers and sales partners to provide assistance/answers questions in a timely manner.


Qualifications:

  • Qualified candidates will have two to three years of business processing or related work experience.
  • An Associates or Bachelor degree is helpful, but not required.
  • Past experience revising processes to best utilize technology such as Excel, CRM and online portals is highly desired.


Skills:

  • Knowledge of general business practices.
  • Ability to make decisions with moderate oversight.
  • Solid verbal and written communication skills to interact with internal and external customers.
  • Ability to research issues and determine optimal resolution.
  • Decision making skills for problem identification and correction.
  • Ability to prioritize work.
  • An engaging, passionate and driven personality.


Make sure your resume is up to date and apply Thank you and we look forward to connecting with you Please send your Word formatted resume to me, Michelle Liggett at michelle.liggett@randstadusa.com

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