What are the responsibilities and job description for the Insurance Coordinator position at Northwestern Mutual?
MERIDIAN FINANCIAL - Insurance Coordinator
SUMMARY: This position is responsible for providing comprehensive insurance servicing,
supporting the Insurance Operations Manager with underwriting follow-ups, finalizing
insurance applications post-approval, and managing group insurance servicing.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
This position will encompass, but not be limited to:
- Assist clients in completing insurance applications for underwriting submission
- Conduct follow-ups on underwriting submissions, including regular review of the
Daily Status Report - Process necessary paperwork post-application approval, in close collaboration with
the Insurance Operations Manager - Provide comprehensive insurance servicing, such as payment processing,
beneficiary updates, and policy modifications - Follow up on outstanding Attending Physician Statements (APS)
- Review the Open Mail report on a daily basis
- Manage updates for group coverage as needed
- Perform other duties as assigned
QUALIFICATIONS:
- Exceptional organizational abilities
- Proactive in undertaking both assigned and self-initiated tasks
- Strong aptitude for multitasking and efficient time management
- Proficient in the use of standard office equipment
- Technologically adept with strong computer skills
- Excellent communication skills, both written and verbal, with a professional phone
demeanor - Must obtain Life and Health Licenses within 60 days of employment
COMPETENCIES:
Expected behaviors and for team culture:
- Culture Fit: Honest, sense of humor, does not take self too seriously, and wants to
be part of a team - Additional Attributes: Warm and welcoming personality, and positive attitude
