Requires direct communication with sophisticated professionals which expect you to be knowledgeable about the process and be a resource in facilitation of building the underwriting file. Will support the sales department and will require data entry, document management, medical record procurement, illustration analysis while ensuring strict deadlines are met. Proactive, self-managed person that works with a sense of urgency would enjoy this fast-paced environment.
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Responsibilities:
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else and provide excellent service.
Develop relationships with the insurance companies to expedite procurement of policy information, resolve errors and provide requested items needed to complete the underwriting file.
Establish credibility and build rapport with customers and vendors.
Consistently meet and exceed deadlines.
Constant revision/improvement of internal processes and procedures.
Analyze inbound correspondence for accuracy.
Ordering and expediting the procurement of the medical records, assessing the insured's health and assisting sales with ordering life expectancy reports.
Other duties as assigned by management.
Working hours: 8:00 AM - 5:00 PM
Skills:
Two (2) years as a life insurance specialist with illustration design experience.
Actuarial / accounting experience.
Financial regulatory compliance experience with HIPAA / HYTECH certification.
Ability to read medical records and identify key areas of concern with the insured's health.
Experience working in a regulatory industry with understanding of compliance procedures.
Overachiever.
Education:
Bachelors
Experience:
1-4 years
Qualifications:
Bachelor's degree or an equivalency of education and experience.
Knowledge of life insurance terminology, underwriting requirements and the sales cycle.
Aptitude for problem solving and creative thinking.
Ability to efficiently manage document processing within the Microsoft suite of products and ability to assist elderly clients with accessing their patient portal for medical records retrieval.
Deep knowledge of life products and general knowledge of financial services industry.
Ability to work efficiently when obtaining information from medical facilities and insurance carriers.
Ability to learn and comprehend the workflow / process of the file building and auction process.
Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.
Works well under pressure while meeting and exceeding deadlines.
Must be well organized, energetic, and a follow-through professional.
Ability to work with sensitive information and must maintain strict confidentiality.
Base pay $35,000 - $60,000
Apply today for this wonderful opportunity.
Benefits included: Paid Time Off (PTO), Summer Hours program, Birthday benefit and Holiday Pay; Bring your dog to work program; Health benefits from day one; 401k savings plan with company match; medical, dental, and vision benefits that are employer paid.
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
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At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
For certain assignments, Covid-19 vaccination and/or testing may be required by Spherion's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Spherion representative for more information.