AAA Northern California, Nevada & Utah

Life Insurance Case Coordinator

AAA Northern California, Nevada & Utah

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $51,105 - $76,657 per year

About the role

  • Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements
  • 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
  • Contacts Life Insurance Specialists, Multi-Line Agents and vendors via telephone and/or email to obtain the information needed
  • Serves as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Life Insurance Specialists, Multi-Line Agents and Managers
  • 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

Requirements

  • 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
  • Strong computer skills, including proficiency with the Google Apps Suite (Sheets, Docs, Drive, Slides)
Benefits
  • Medical, Dental, Vision, wellness program and more!
  • 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
  • Paid Holidays
  • Paid Time Off – Team Members accrue paid time off monthly.
  • 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 supportcustomer servicenew business proceduresunderwriting proceduresdata retrievalcase file managementcommunication skillstraining
Soft Skills
organizational skillsinterpersonal skillsrapport buildingprofessional communication
Certifications
High school diplomaGEDLife Insurance LicenseValid Driver's License