Life Care Associate
Core
Support Life Care Specialists in the underwriting process for life insurance applications submitted by financial advisors.
Role type
Support Life Care Associate (Insurance Operations)
Builds
Client files, underwriting records, and policy delivery confirmations for insurance carriers.
Domain
Insurance / Financial Services
Required skills
File preparation, data entry, vendor communication, medical record ordering, policy processing, regulatory compliance, multi-tasking, data analysis, problem solving
Preferred skills
Life, Health, and Variable Annuities License
Technologies
Agency management systems, office software applications
Responsibilities
Review submitted life insurance applications, validate agent licensing, input cases into management systems, submit applications to carriers, order and track paramedical exams, order and follow up on medical records, process issued policies, support specialists with daily tasks
Seniority
Entry to Mid-level, hands-on IC