MountProspectRecruiter Since 2001
the smart solution for Mount Prospect jobs

Underwriting Assistant

Company: National Catholic Society of Foresters
Location: Mount Prospect
Posted on: February 21, 2021

Job Description:

Life Insurance New Business Case Managment ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Receives and reviews new life insurance applications for missing information, forms, signatures, and policy details Enters application information into policy administration system Orders and reviews underwriting requirements Communicates with the underwriter to ensure that the application is processed as efficiently as possible Reconciles outstanding pending case requirements and requests for additional information with agents and vendors Responsible for review of issued insurance policies for accuracy prior to mailing to producers Ability to understand reinsurance and ceding to reinsurer Sets proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/New Business items: Exams, MVR, applications, questionnaires Communicates via email and phone with agents when necessary to support their cases Follows up with producers on policy delivery requirements, including application amendments, health statements and initial premium payment to ensure policy is placed within a specified timeframe Generates status reports for management, agents and others as needed Has a sense of urgency without losing attention to detail, and the ability to multi-task Collaborates and supports sales, customer service and customer success efforts to ensure a superior and seamless customer experience Develops a good understanding of life insurance carrier's processes and underwriting guidelines with the goal of being viewed as a new business expert. Adds value to the new business process when a case encounters challenges by skillfully negotiating a creative solution agreeable to agent Assists Manager in completing new business-related projects that provide value to New Business Department 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. Knowledge of Salesforce and policy administration system experience a plus. Ability to communicate precisely and professionally in both verbal and written communications - internally and externally Ability to organize and prioritize workload to ensure each case is processed, issued, and placed in a timely manner while maintaining frequent communication with stakeholders to manage customer expectations Possess a strong work ethic Create a sense of urgency for timely and accurate transaction processing Strong attention to detail, self-management, and ability to thrive in a fast-paced environment. Must have knowledge of Microsoft Office 365 Ability to work independently English/Spanish Bi-Lingual a plus but not required Demonstrated administrative skills including data entry and filing Education and/or Experience: Bachelor's Degree or equivalent work experience preferred Minimum of 2 years in the financial services industry Salesforce or other CRM system experience Life Producer Insurance License preferred or working towards licensing Other financial services or life insurance professional designations a plus Communication Skills: Ability to read and analyze certificates and policy documents. Ability to respond to common inquiries or complaints from members. Mathematical Skills: Ability to calculate simple math figures and amounts such as discounts, interest, 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. Computer Skills: To perform this job successfully, an individual should have knowledge of Word Processing and Spreadsheet software such as Word and Excel. CRM system a plus. 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. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. Employee may occasionally be required to lift and/or move up to 15 lbs. Specific vision abilities required by this job include close vision and distance vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is in a typical office environment. The noise level in the work environment is usually moderate. Employment Type: Full Time Years Experience: 1 - 3 years Bonus/Commission: No

Keywords: National Catholic Society of Foresters, Mount Prospect , Underwriting Assistant, Other , Mount Prospect, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Make up to $18/hour - Deliver with DoorDash - Start Delivering Today
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Lombard
Posted on: 02/26/2021

Stocker
Description: Stocker FULL-TIME 12.25/hr Responsible for providing prompt and courteous customer service, stocking products on shelves, and maintaining aisles clean. Essential Functions:- Provides prompt, courteous (more...)
Company: Restaurant Depot
Location: Lombard
Posted on: 02/26/2021

Bartender
Description: To fulfill the guests' needs while they are in the lounge. These responsibilities include:Greet Guest Read the guest and deliver
Company: Hacienda Mexican Restaurants
Location: Mishawaka
Posted on: 02/26/2021


MYSQL DBA
Description: Description br br We are seeking a MySQL DBA to join our Managed Services Practice. As a member of this practice, you will communicate and consult with our client's business and technical personnel, (more...)
Company: Advizex
Location: Lombard
Posted on: 02/26/2021

Server
Description: To fulfill the guests' needs while they are in the dining room and lounge. These responsibilities include:Greet Guest Read
Company: Hacienda Mexican Restaurants
Location: Mishawaka
Posted on: 02/26/2021

Labview Developer
Description: I am currently hiring for a Labview Test Engineer for a large dynamic company in the Chicago suburbs. If you are looking for your next great opportunity, find some initial details below and apply
Company: Aerotek
Location: Elmhurst
Posted on: 02/26/2021

Make up to $18/hour - Deliver with DoorDash - Start Delivering Today
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Mount Prospect
Posted on: 02/26/2021

Systems Engineer II
Description: br For over 40 years InterDev has been providing professional Information Technology Management Support - Firewall Security services for commercial businesses, government entities/municipalities, non-profits, (more...)
Company: InterDev LLC
Location: Glenview
Posted on: 02/26/2021

CDL-A Dedicated Truck Driver
Description: We are Hiring Now for Experienced Dedicated Routes USA Truck Dedicated Services Division is growing and expanding and now is the time to join We are now hiring Class A CDL Truck Drivers who live in the (more...)
Company: USA Truck
Location: Mishawaka
Posted on: 02/26/2021

Level II Executive VIP Support
Description: Looking for 5 years of C-Level Executive Support along with senior level II Desktop Support.- Should be polished.- Long term contract with potential conversion to fulltime/perm down the road. br br (more...)
Company: Yoh, A Day & Zimmermann Company
Location: Mount Prospect
Posted on: 02/26/2021

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Mount Prospect RSS job feeds