AAA Northern California, Nevada & Utah

Life Insurance Case Coordinator

AAA Northern California, Nevada & Utah

full-time

Posted on:

Location Type: Hybrid

Location: Sacramento • California • United States

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Salary

💰 $51,105 - $76,657 per year

About the role

  • The Life Insurance Case Coordinator is primarily responsible for delivering outstanding service and value to our Members by supporting fellow Team Members in performing critical functions as it relates to tracking, issuing and settling of submitted life insurance business.
  • Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements with the purpose of a) moving more business through the pipeline and 2) 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.

Requirements

  • 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
  • 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).
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
process improvementadministrative supportdata-driven decision makinglife insurance underwritingperformance measurementcase management
Soft Skills
leadershipquantitative skillsanalytical skillscustomer servicecommunicationcollaboration
Certifications
High school diploma or GEDLife Insurance LicenseValid Driver's License