Life Insurance Case Coordinator

Why Work For Us?

• Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
• 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Benefits – Medical, Dental, Vision, wellness program and more!
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
• Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

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At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work.

RESPONSIBILITIES / JOB DUTIES

• Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements with the purpose of moving more business through the pipeline and reducing the time that it remains in the underwriting queue.
  • 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.
  • Pulls and distributes new business and underwriting reports for tracking and performance measurement.
  • Contacts Life Insurance Specialists, Multi-Line Agents and vendors via telephone and/or email to obtain the information needed, such as documents, signatures, and health or financial information to prepare the case for underwriting approval and to be settled.

• Serves as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Life Insurance Specialists, Multi-Line Agents and Managers.
  • Act as a point of contact for issues and escalations to help find resolution, provides guidance to Team Members and external business partners by answering inquiries and resolving problems.
  • Creates and maintain effective, collaborative working relationships with both internal Team Members and external business partners.
  • 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.

• Assists with analysis, development and implementation of new and enhanced procedures for business 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.
  • Provides feedback to Manager to assist in overall process improvement that supports strategy.
  • Supports Manager and Team in providing consistent communication and messaging.

• Provides administrative support as needed.
  • Responsible for processing requested agent assignment changes on existing policies and agent percentage split changes on pending business.
  • Maintains Life Insurance Specialist and Multi-Line Agent roster as needed.
  • Assumes other office administrative and operational duties in absence of Manager.
  • Other duties as assigned.

KNOWLEDGE, SKILLS, ABILITIES

• Demonstrated track record of successful business decision making, planning, and problem solving.
• Highly developed leadership skills, quantitative and analytical skills with a proven ability to make data-driven decisions.
• Knowledge of life insurance underwriting and key performance drivers.
• Strong computer skills, including proficiency with the Google Apps Suite (Sheets, Docs, Drive, Slides).
• Insurance industry knowledge.

EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES

• Minimum Qualifications
  • 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

WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS

• Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time.
• May travel by car, plane or other form of transportation to attend business meetings.
• Approximately 70-90% of the time spent on the job involves the use of a personal computer.

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