Life Insurance Case Coordinator (MN Office or remote)

Saint Paul, Minnesota
Full time
Posted
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

This position will support Diversified Brokerage Services (DBS), a subsidiary of NFP. DBS is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

This position is responsible for ensuring that applications entered in our internal systems go through a complete quality review before being sent to carriers. Case Coordinators are also responsible for ordering exam and medical records. They provide assistance and training to advisors as needed during the digital application process via phone calls and emails. Case Coordinators accurately and completely document all case activity during the application or delivery process.

KEY RESULTS AREAS

  • Functions: This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
  • Contribute to the overall success and profitability of the agency.
  • Develop a working knowledge of the products and services offered within the department.
  • Provide support to advisors prior to application submission (forms and application questions)
  • Maintain follow-ups to be current daily.
  • Receive and review new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier.
  • When required at app entry, order exams/medical records (APS) through our agency management system (AMS) or adjust requirements if case falls into Accelerated Underwriting guidelines (AU)
  • Manage iGO support emails, phone queue and iGO troubleshooting.
  • Manage the ePolicy box and eIssue policies.
  • Assemble/prepare and mail policy contracts, electronically file documentation to case files, photocopy documents, run reports, and track progress.
  • Perform other duties and projects as assigned. May be assigned to assist peers with processing questions and at times mentor peers as needed.
  • Non-exempt position (hourly)

Experience:

  • High school graduate with a minimum 2 years in an office environment

Team Participation:

  • Must be able to work effectively in a diverse group of people as a team member.

Required Skills:

  • Basic computer proficiency
  • Able to quickly learn new business systems/technologies
  • Ability to communicate in a professional manner
  • High focus on quality and customer satisfaction
  • Flexible and able to react to change in a productive and positive manner
  • Strong work ethic and ability to work with a sense of urgency
  • Basic knowledge of carrier applications
  • Position ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.