Case Advocate – New Business Life
| Company | Nationwide |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Customer service experience preferred
- Knowledge of general business practices
- Ability to prioritize work
- Ability to work independently in a fast-paced environment
- Ability to maintain focus on critical deliverables and provide extraordinary care
- Ability to make decisions with moderate oversight
- Solid verbal and written communication skills to interact with internal and external audiences
- Ability to research issues and determine optimal resolution
- Decision making skills for problem identification and correction
- Discretion while handling confidential matters (e.g., medical records)
Responsibilities
- Verifies all documents and information is complete and in good order
- Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner
- Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements
- Resolves issues with new business processing, licensing, commissions, vendors, etc.
- Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures
- Continuously looks for ways to expedite and improve our processes and services
- Builds and maintains relationships with producers, firms, BGAs and sales partners
- Updates policies once approved, so they can be issued
- Monitors issued cases and ensures all requirements are fulfilled, e.g., delivery receipts, illustrations, amendments, etc.
- Processes requests for any policies not approved or declined by the insured after approval
- Updates records and sends out documentation for policies placed in incomplete status
- Reviews matched mail documents and updates files as received
- Contacts disbursement department to have internal/external 1035 requests completed
- Processes payment requests; researches and resolves money discrepancies received
- Generates checks as needed
- May perform other responsibilities as assigned
Preferred Qualifications
- Undergraduate studies preferred
- Customer service experience preferred