New Policy Coordinator

Overview

Processes new insurance applications on behalf of Agents from application out through Underwriting decision; Provides assistance to the applicant in scheduling medical exams with our para-med vendors; manages the underwriting process as liaison between customer, insurance agents and insurance carriers to ensure all necessary documentation is obtained and that all applications are processed in a timely manner; provides customer service for new Policy Holders; resolves payment issues between Policy Holders and carriers to activate and keep policies inforce.

Responsibilities

• Communicate with applicants to assist them in the scheduling of their medical exams
• Review new insurance applications received at the carrier for required information and documents
• Proactively take necessary actions to move the application process forward including follow ups with customers, agents, vendors and insurance carriers to obtain required information, forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
• Guide applications through the underwriting process while ensuring they meet internal, underwriting, and appropriate regulatory rules and guidelines
• Maintain detailed, compliant and accurate files
• Prepare correspondence to insurance carriers and clients
• Communicate application status to all interested parties (agents, carriers, sales, management)
• Act as primary contact person to Customers during application and as a new Policy Holder
• Provide stellar customer service to agents and Customers
• Answer Customer questions regarding policy, coordinate basic policy change requests with carrier
• Coordinate between Customer and carrier to resolve payment issues.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Must have the ability to meet deadlines and perform multiple functions simultaneously
• Professional communication skills
• Excellent time management ability
• Highly organized
• Self-started with the ability to manage assigned work independently
• Aptitude and learn new concepts and procedures
• Ability to work flexible business hours

Education/Experience:

Associate's degree (A.A.) or equivalent from two year college or technical school; and two years related experience; or equivalent combination of education and experience. Previous experience in case management, insurance, mortgage industry or related.

Computer Skills:

High level of knowledge and skill with web-based applications, MS Office Products and other software programs

Language Ability:

Ability to communicate effectively (verbally and written) with clients, team members and leadership

Ability to read and interpret documents such as rules, instructions and procedure manuals

Ability to write routine reports and correspondence

Ability to speak and write effectively with clients, team members and company leadership

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

EEOC/Other

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific vision abilities required by this job include close vision and ability to adjust focus to read a computer screen and various documents. While performing the duties of this job, the employee is frequently required to sit and use hands and fingers for keyboarding or similar use of hands. The employee is required to talk and hear and occasionally required to reach with hands and arms.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Work is performed in a typical office environment. The noise level is usually moderate.