Since 1896, Fidelity Life has been focused on helping everyday families secure their financial future with life insurance. With a broad range of products for every stage of life, we’re constantly looking for new ways to make life insurance simple, accessible, and affordable. We help everyday Americans achieve greater financial security by making life insurance more accessible and affordable. It's a big responsibility, and one we take seriously. We thoughtfully design policies and responsibly manage our business, so we'll be there for you when you and your family need us. For more than a decade, Fidelity Life has partnered with our sister company, eFinancial, to help consumers find the life insurance policy that best meets their needs. Together, Fidelity Life and eFinancial are working hard to make life insurance more accessible and affordable for everyday people.

Job description

Key Responsibilities

Crystal Report software proficiency for construction and design of custom, ad hoc and production reports
Provide underwriting staff crucial information daily - identifying active caseloads
Create and schedule methods for maintaining business specific information to include MIB codes, APS ordering, rescissions and underwriting decision outcomes
Assist in obtaining information for periodic internal and external business audits
Ability to execute mail merge for client notifications
Respond to both internal & external department and vendor requests for data summaries
Provide analysis of department and company business needs in order to determine best methods of reporting to accomplish the intended objectives of the data and reporting being requested
Confident working with other company personnel- data analysts, IT staff and programmers
Administrative duties on some Underwriting Department web-based programs
Track and audit invoices from vendors relating to both the Life Operations & Underwriting Departments
Provide administrative support for the Underwriting Department

Qualifications