Insurance Business Coordinator

New Business Coordinator (Insurance Case Manager – for Life / Disability Insurance) Position Description The New Business Coordinator (NBC) works under general supervision, provides support and assistance to facilitate the underwriting process for life &disability insurance applications submitted by financial advisors/agents. The NBC will prepare client file for review, enter record into agency management system, communicate with vendors to order necessary underwriting requirements and complete follow up on requirements ordered. This individual will work closely with Specialist and other members of the team. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures. Responsibilities*: Perform initial review of submitted life insurance applicationsInput case into agency management system for permanent record of businessManage the entire application process from submission to the placement of the policyAct as primary contact for brokers and advisors for all case processing & underwriting inquiriesValidate agent licensing and appointment for business submittedUpload all case documents as attachments Log in correspondence between home office, case manager and agents in Case Notes Submit good order applications to insurance carriers via secure deliveryOrder paramedical exams required by carrier for underwriting decisionTrack completion of exams and forward to insurance carrier for reviewFollow-up on requests for medical records to ensure timely completionProcess issued life insurance policies for mailing to financial advisors/agentsSend follow up notices to financial advisors/agents until delivery requirements are completedReview and submit delivery requirements to insurance carrierEnsure delivery requirements are received by insurance carrier and policy is placed inforceProcess various policy service requestsEstablish a deep understanding of all aspects of our business, customer requirements, and service expectationsSet up medical exams and obtain additional requirements as needed Manage a variety of responsibilities with constantly changing priorities*This list is not all-inclusive of job responsibilities Preferred Skills/Experience: · Experience in case management preferred · Working knowledge of Office 365 (Word, Excel)· Able to patiently explain procedures and concepts to Financial Representatives at various levels of expertise· A good listener, with the ability to ask probing questions, and present solution to complex situations· Ability to work under pressure in a fast-paced work environment· Strong attention to detail · Team player who works effectively in an entrepreneurial environment Reports to: New Business Operations SupervisorStatus: Non-Exempt