Ancillary Case Advocate I

3 weeks ago

Westlake Village, United States WARNER PACIFIC INSURANCE Full time

**Overview of Responsibilities**:
In support of maintaining and completing an average of 60 submissions in a calendar month. The Case Advocate I will actively review and monitor the progression of all submissions comprising a case, from beginning to end, including but not limited to the following:

- Initiate no greater than 3 business day follow up call to broker regarding status and, if needed, additional discussion of requirements, if not received in underwriting
- Initiate second 1-2 business day follow up call to broker regarding status and, if needed, additional discussion of requirements, if not received in underwriting. **This level of follow up will continue every 1-2 business days until requirements are received (unless otherwise requested by broker and indicated in submission notes)**:

- Overall turnaround time target from receipt from broker to carrier approval is 7-8 days.
- Once received, submit all carrier requirements to carrier within 24 hours
- Maintain a minimum average of 95% quality for Pre-Submission and Post-Submission audit results on a running quarter basis
- Adhere to finance close process upon closing out the group in the Warner Pacific system.
- Review other Case Advocate files for accuracy prior to submitting for finance approval (AKA File Review)
- Provide backup/desk coverage in other areas within the department/company as needed/requested
- Other activities as assigned

**Expected Leadership Qualities**:

- Treat all employees and customers fairly and with respect and communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results while earning respect and admiration of co-workers
- Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention
- Embrace change with a positive attitude and motivate others in the department to do the same
- Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance
- Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist
- Maintain and foster positive, open communication channels with all affiliated internal service areas (including sales consultants), brokers and carriers
- Assist internal and external co workers in skill/knowledge development
- Complete assignments as assigned and on time, unless otherwise agreed to
- Independently seek out additional work from current or other departments as time permits
- Positively participate in other projects/activities as assigned

**Additional Skills and Requirements**:

- Minimum of a high school diploma; advanced education or degree preferred
- Prior underwriting experience resulting from a combination of education and/or experience that would provide an equivalent background in terms of underwriting knowledge and experience is desired
- Excellent written and oral communication and interpersonal skills
- Ability to understand and demonstrate the use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key
- Ability to work a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management
- Ability to work overtime, holidays and weekends as requested by senior management
- May require occasional in/out of state multi day travel
- High level planning, organizing and time management skills
- Analytical skills leading to alternative coverage option considerations, with the same or other carriers
- Negotiation skills
- Results oriented
- Demonstrated ability to analyze and resolve mathematical discrepancies
- Demonstrated ability to remain calm in pressure situations
- Demonstrated ability to multi-task
- Work toward obtaining Life License (must be licensed to move to Case Advocate II)
- To elevate to a Case Advocate II, the Case Advocate I must have maintained a minimum average of 95% quality for pre-submission and post-submission audit results on a running quarter basis for a minimum of 1 year.

**Compensation**
- Hourly Range*: $24.34 - $32.45 per hour
- Actual compensation may vary from posting based on work experience, education and/or skill level.
- The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are

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