Vacancy caducado!
Job DescriptionMake banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Under general supervision, responsible for all aspects of setting up life insurance case documentation and file building from start to finish. Will be responsible for processing and reviewing all documentation for life insurancecasesin a fast-paced environment. Must be able to handle multiple open applications and pending documents at one time. Must be an effective problem solver to ensure applications and supporting documents are accurate and complete. Should be able to handle large volume of new applications, policies and delivery requirements in a time sensitive manner.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.DUTIES & RESPONSIBILITIES:
Receive and review all incoming insurance applications for missing paperwork/documents.
Follow up to receive, review and track any items that were missing or incomplete from the original submission.
Document initial activity on a case within our Agency Management System, including what is required, who will obtain the requirements and when we should follow up on the case again.
Communicate to the agent any outstanding requirements on new applications, supplemental documents and policy delivery requirements.
Receive and review all new policies for accuracy prior to releasing the policy to the agent for delivery
Respond promptly and courteously to vendor, Line of Business and Agent needs.
Follow up with General Agency, Line of Business and or agent to ensure all policy delivery requirements are received in good order and forwarded to the carrier or we receive verification that the client has decided not to accept the policy.
Verify underwriting requirements and document in Agency Management System for any paramed exams that are indicated as carrier requirements or requests.
Submit the application and all pertinent information to the carrier the same day the application packet was received.
Maintain check logs and mail logs documenting same day activity.
Maintain daily fax and email application mail boxes for new applications and documentation.
Submit all variable applications or SPIA's to the Principal Review Desk for suitability review prior to sending to the carrier.
Submit any supplemental or missing items to the carrier and update our Agency Management System.
Send the policy to the agent to deliver, making sure to communicate what must be returned to the carrier to place the policy in force and any time deadlines for placement.
Forward all policy delivery requirements to the carrier and document our Agency Management System.
Create an electronic file within the Agency Management System to properly track the progression of the case.
Create an electronic documentation file through the Business Management Processing System for all documents received from initial application process through receiving policy delivery requirements needed to place policy in force.
Cross reference any cases that may be related or impact another case for proper documentation and to avoid duplication of files.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Good oral and written communication skills are required.
Insurance and/or financial service experience preferred.
Excellent customer service skills required. Must be detail oriented and able to multi-task. Prior experience with Agency Integrator software would be beneficial.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Insurance Case SpecialistLOCATION Cincinnati, Ohio 45227Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.LocationsCincinnati-United States of America
Vacancy caducado!