Life Insurance Case Coordinator

3 weeks ago

Costa Mesa, United States Automobile Club of Southern California Full time
Life Insurance Case Coordinator

As a Life Insurance Case Manager, you will play a crucial role in ensuring the efficient processing and management of life insurance cases from application submission to policy issuance. Your responsibilities will include reviewing applications, liaising with underwriters, coordinating with clients, and ensuring all necessary documentation is accurate and complete. The ideal candidate will have a strong understanding of life insurance products, excellent organizational skills, and a commitment to providing exceptional customer service.

The Life Operations Case Manager will report to the Regional Manager for the market assigned. As part of a collaborative team environment, you will work with the Life Operations Supervisor, Manager, and other key members of the sales organization.

Job Duties

  • Reconcile outstanding pending case requirements and requests for additional information with agents. Identify any missing information or discrepancies and collaborate with agents or clients to obtain the necessary details. Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires.

  • Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel.

  • Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers

  • Provides input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities.


Qualifications

  • Associates Equivalent combination of education and experience Preferred

  • 1-3 years Business transaction processing or related experience Required

  • 1-3 years Life insurance sale/service Preferred

  • Excellent written and verbal communication skills.

  • Proficient in all Microsoft Office Suite applications.

  • Ability to use salesforce.com, FAST AS400, Life Desk and/or other systems/tools.

#LI-LG1

The starting pay range for this position is:

$23.78 - $31.70

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

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Remarkable benefits:
•    Health coverage for medical, dental, vision
•    401(K) saving plan with company match AND Pension
•    Tuition assistance
•    PTO for community volunteer programs
•    Wellness program
•    Employee discounts

Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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