Business Process Coordinator Senior

2 days ago


Phoenix, Arizona, United States Reliance Standard Full time
Key Responsibilities
  • Lead the implementation process for all new sold business, establishing protocols and communication modes for a successful onboarding experience for customers.
  • Partner with sales, broker, and internal departments for a flawless new case setup.
  • Obtain and review all sold case documents necessary to implement a group.
  • Review group information and gather all customer data necessary to set up new lines of business in RSL systems.
  • Work closely with Policy Administration Specialists for system setup.
  • Manage first bill through fourth bill cycle for accuracy and premium payment receipt.
Requirements
  • Bachelor's Degree (BS/BA).
  • Group Life and Health License preferred.
  • Two years of group insurance experience in an identical or similar position.
  • Self-driven, motivated individual with a consultative mindset and excellent skills at building strong relationships.
  • Excellent written/verbal communication and customer diplomacy skills.
  • Proven ability to multi-task, deliver superior customer service, deal with tight deadlines, and demonstrate superior analytical and problem-solving skills.


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