Offer summary

Qualifications:

High school education or equivalent experience; Associate degree preferred., 2 years of experience in a process-oriented role, with 5 years preferred., 2 years of experience in the Life Insurance industry or carrier operations, with 4 years preferred., Excellent written and verbal communication skills, and proficiency in Microsoft Office Suite..

Key responsibilities:

Coordinate the process of individual life insurance and annuity applications or claims.

Contact members and vendors to obtain necessary information for case preparation.

Act as a point of contact for issues and escalations, providing guidance to teammates.

Maintain effective working relationships with internal and external team members and provide timely communication to customers.

Job description

Overview

AAA Life Insurance is seeking a Case Support Specialist to join our team!

The Case Support Specialist will be responsible for coordinating the process of individual life insurance and annuity applications or claim files through the process to be ready for decision. Preferred candidates will have experience working in life insurance.

Responsibilities

Contact members and vendors via telephone and/or email as initiated by the business units to obtain the information needed, such as documents, signatures, and health or financial information in order to prepare the case for a decision
Use various computer systems such as SalesForce, FAST, LifeNotes, LifeDesk and AS400 to retrieve information and update case files
Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems
Create, maintain, and follow process & procedural documentation
Create and maintain effective, collaborative working relationships with both internal and external team members and leaders
Serve as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Insurance Agents, and Managers
Provide timely professional, friendly communication to our customers (agents and applicants) regarding the status of their insurance cases. Displays exceptional customer service skills while building rapport with members, other third parties, and sales personnel
Assists with analysis, development and implementation of new and enhanced procedures for processing. Actively participates in change management.
Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities

Qualifications

High school education plus equivalent experience / Associate degree or equivalent work experience
2 years’ experience in a process-oriented role, 5 years preferred
2 years’ experience in Life Insurance industry or carrier operations, 4 years preferred
Proven ability to handle multiple assignments with overlapping delivery dates and troubleshoot problems quickly and effectively
Excellent written and verbal communication skills
Proficient in all Microsoft Office Suite applications
Ability to use salesforce.com, FAST AS400, LifeNotes and Life Desk and/or other systems/tools

This position will pay $20-22/hour depending on experience.

What We Offer

A collaborative, energetic work environment where you can put your passion for people to work
Medical, Dental, Vision, Life and Disability coverage available day one
Pension Plan
Performance-based incentive plan
401k available with a Company match
Holidays and Paid Time Off
AAA Basic Membership

Required profile