Life Insurance Case Coordinator
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Job Description
Life Insurance Case Coordinator delivering service excellence by supporting insurance processes at AAA. Collaborating with members and stakeholders to streamline insurance underwriting and documentation tasks.
Responsibilities:
- Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements
- Creates, maintains, and follows process & procedural documentation
- Coordinates workflow and resources in a well-planned organized manner
- Uses various computer systems such as FAST, LifeNotes, LifeDesk and AS400 to retrieve information, update case files and identify opportunities
- Contacts Life Insurance Specialists, Multi-Line Agents and vendors via telephone and/or email to obtain the information needed
- Serves as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Life Insurance Specialists, Multi-Line Agents and Managers
- Provides timely professional communication regarding the status of insurance cases
- Displays exceptional customer service skills while building rapport with third parties, and sales personnel
- Regularly participates in AAA Life New Business and Underwriting meetings
- Provides new agent training on new business and underwriting procedures
Requirements:
- High school diploma or GED
- 2 - 4 years of experience in insurance, process improvement, administrative support or related field
- Valid Driver's License
- Life Insurance License
- Strong computer skills, including proficiency with the Google Apps Suite (Sheets, Docs, Drive, Slides)
Benefits:
- Medical, Dental, Vision, wellness program and more!
- 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
- Paid Holidays
- Paid Time Off – Team Members accrue paid time off monthly.
- Free AAA Classic Membership
- AAA Product Discounts
- Tuition Reimbursement Program
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