What are the responsibilities and job description for the Case Support Specialist - Claims position at AAA Life Insurance Company?
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. This involves working with medical facilities, vendors, funeral homes, agents, new business professionals and underwriters, applicants or beneficiaries, to gather documents and signatures.
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 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, applicants, beneficiaries) regarding the status of their insurance cases. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel
Interacts with a variety of vendors utilized by the company including labs, funeral homes, medical research firms, government agencies, and a variety of other relationships, utilized in the processing of claims.
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
Minimum 4 years of experience working in a life insurance agency or carrier operations
5 years’ experience in a process-oriented role
2 years’ experience in Life Insurance industry
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 LifeDesk and other systems/tools
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
