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Life Underwriting Case Admin

Company: Pyramid Consulting, Inc
Location: Columbus
Posted on: November 22, 2021

Job Description:

Job Description

Immediate need for a talented Life Underwriting Case Admin with experience in the Insurance Industry. This is a 12+ Months contract opportunity with long-term potential and is located in Grandview Heights, OH. Please review the job description below.

Job ID: 21-29249

Key Responsibilities and Technology Experience:

  • Verifies all documents and information is complete and in good order. Understands, identifies and communicates good order requirements needed to complete the application.
  • Resolves issues with new business processing, licensing, commissions, vendors, etc. Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures.
  • Reviews matched mail documents and updates file as received.
  • Follows up with the facilities to ensure additional requirements are not needed or to resolve concerns that may arise (ie: obtain special authorization forms) for any medical requirements that have been ordered on a particular policy.
  • Follows up with producers, firms and BGAs to communicate outstanding items on life polices and provides any assistance needed to obtain all of the requirements.
  • Updates records and sends documentation for al policies placed in incomplete status.
  • Processes PMTS requests and generates checks.
  • Researches and resolves money discrepancies that have been received but dont match our accounting records.
  • Builds and maintains relationships with producers, firms, BGAs and sales partners and provides assistance/answers questions in a timely manner.
  • Performs other duties as assigned.
  • Undergraduate studies preferred.
  • Customer service experience with undergraduate studies preferred. Knowledge: Knowledge of general business practices.
  • Has basic product knowledge.
  • Ability to make decisions with moderate oversight.
  • Solid verbal and written communication skills to interact with internal and external audiences.
  • Ability to research issues and determine optimal resolution.
  • Decision making skills for problem identification and correction.
  • Ability to prioritize work. Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Keywords: Pyramid Consulting, Inc, Columbus , Life Underwriting Case Admin, Administration, Clerical , Columbus, Ohio

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