Case Support Specialist

AAA Life Insurance is seeking a Case Support Specialist to join our team!

The Case Support Specialist will be responsible for coordinating the process of individual life insurance and annuity applications or claim files through the process to be ready for decision.

• Contact members and vendors via telephone and/or email as initiated by the business units to obtain the information needed, such as documents, signatures, and health or financial information in order to prepare the case for a decision
• Use various computer systems such as SalesForce, FAST, LifeNotes, LifeDesk and AS400 to retrieve information and update case files
• Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems
• Create, maintain, and follow process & procedural documentation
• Create and maintain effective, collaborative working relationships with both internal and external team members and leaders
• Serve as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Insurance Agents, and Managers
• Provide timely professional, friendly communication to our customers (agents and applicants) regarding the status of their insurance cases. Displays exceptional customer service skills while building rapport with members, other third parties, and sales personnel
• Assists with analysis, development and implementation of new and enhanced procedures for processing. Actively participates in change management.
• Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities

• High school education plus equivalent experience / Associate degree or equivalent work experience
• 2 years’ experience in a process-oriented role, 5 years preferred
• 2 years’ experience in Life Insurance industry or carrier operations, 4 years preferred
• Proven ability to handle multiple assignments with overlapping delivery dates and troubleshoot problems quickly and effectively
• Excellent written and verbal communication skills
• Proficient in all Microsoft Office Suite applications
• Ability to use salesforce.com, FAST AS400, LifeNotes and Life Desk and/or other systems/tools

What We Offer:

• A collaborative, energetic work environment where you can put your passion for people to work
• Medical, Dental, Vision, Life and Disability coverage available day one
• Pension Plan
• Performance-based incentive plan
• 401k available with a Company match
• Holidays and Paid Time Off
• AAA Basic Membership