Life Insurance Case Manager

5 days ago


Coppell, Texas, United States Automobile Club of Southern California Full time
Life Insurance Case Coordinator Job Description

As a Life Insurance Case Coordinator, you will play a vital 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.

Key Responsibilities:
  • Reconcile outstanding pending case requirements and requests for additional information with agents, identifying any missing information or discrepancies and collaborating with agents or clients to obtain the necessary details.
  • Act as a point of contact for issues and escalations, providing guidance to teammates by answering inquiries and resolving problems, while displaying exceptional customer service skills.
  • Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers.
  • Provide input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities.
Requirements:
  • Associates degree or equivalent combination of education and experience preferred.
  • 1-3 years of business transaction processing or related experience required.
  • 1-3 years of life insurance sales/service experience preferred.
  • Excellent written and verbal communication skills.
  • Proficient in all Microsoft Office Suite applications.
  • Ability to use FAST AS400, Life Desk, and/or other systems/tools.
Benefits:
  • Health coverage for medical, dental, and vision.
  • 401(K) saving plan with company match and pension.
  • Tuition assistance.
  • PTO for community volunteer programs.
  • Wellness program.
  • Employee discounts (membership, insurance, travel, entertainment, services, and more).

At Automobile Club of Southern California, we value our employees and strive to create a diverse and inclusive work environment. We are committed to delivering legendary service and beneficial products that provide members peace of mind and value.



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