Job Summary
The New Business Coordinator is responsible for supporting the medical underwriting process for individual life and disability applications in the group insurance division.
Principal Duties & Responsibilities
- Coordinates vendor process including data input, scheduling assistance and following up with vendor on paramedical exam and medical records orders
- Communicates directly with applicants providing information and guidance through the requirements gathering process
- Under general supervision performs routine duties and tasks; follows established procedures or instructions to resolve routine questions and problems, or relies on experience and judgment to resolve non-routine issues, assigned tasks, and goals
- Compiles data and performs routine clerical tasks to relieve underwriter of administrative details, using knowledge of underwriting and policy-issuing procedures; maintains related files; provides general administrative support to the underwriting department
- Completes MIB searches and processes undeliverable mail including uploading of documents
- Develops a strong working knowledge of our administrative systems, procedures, and vendor portals
- Performs other duties as required
Education & Experience Required
- Minimum High school Diploma or Equivalent
- Minimum Required 1- 3 years of insurance experience
Or an equivalent combination of education and experience
Job Knowledge & Skills
- Good verbal and written communication skills
- Works well independently and as part of a team
- Strong customer service skills
- Proven organizational and coordination skills
- Experience with Microsoft Office Suite
Competencies
- Acting with Integrity
- Communicating Effectively
- Pursuing Self-Development
- Serving Customers
- Supporting Change
- Supporting Organizational Goals -
- Working with Diverse Populations