Job Description

Key Responsibilities

• Review and verify individual life insurance applications for data quality and integrity
• Communicate, verbally or written, with brokers for missing or incomplete requirements on a regular schedule
• Enter / edit application information with speed and accuracy within service level agreement
• Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials
• Populate worksheet with accuracy of key inputs to facilitate a smooth transition to Case Manager and / or Underwriter within service level agreement
• Order medical and financial requirements on paramedical and financial vendor websites and ensure the service agreement is being adhered to.
• Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering
• Other duties as required by the business

Key Qualifications

LI-Remote