New Business Case Coordinator

Imagine a professional environment dedicated to serving Catholic families by helping them achieve financial security. That’s Catholic Order of Foresters (COF). Our collaborative environment and passion for service make COF a great place, not just to work, but to build a career.

The New Business Case Coordinator for life new business will serve as the main point of contact to our agents and will maintain primary ownership of life new business cases throughout the underwriting process. Effective relationship and case management is critical to being successful in this role. As a New Business Case Coordinator, communicating and coordinating with our agents, underwriters, vendors, internal sales team members, and other internal resources, will be the core of your responsibilities. The ideal candidate is a proactive, service oriented individual with the drive and desire to get things done.

The New Business Case Coordinator should possess strong knowledge of the life new business process, or a similar production process, and be able to proactively identify processing deficiencies, or potential deficiencies, and find solutions to keep production moving. The goal for the role will be to get every life new business application processed as quickly and efficiently as possible, while adhering to all regulatory and compliance standards.

Responsibilities:

• Overall management of our life new business applications requiring underwriter review.
• Build and maintain strong working relationships with our agents, underwriters, fellow New Business team members and internal sales team members.
• Initiate and maintain frequent communication to effectively manage agent’s expectations.
• Manage all data, medical and non-medical case requirements, which could include the ordering, coordination and follow-up of all requirements including, but not limited to, medical exams, laboratory tests, attending physician statements, various data reports, and supplemental forms or documents.
• Proactively and regularly follow-up on all outstanding underwriting requirements.
• Organize and prioritize workload to ensure cases move through the underwriting process in most efficient way possible.
• Escalate cases for priority review by an underwriter when necessary.
• Work with agents and internal sales team members to prepare approved applications for policy issue.
• Review Jet Underwriting cases for approval, or referral to an underwriter when necessary.
• Work with agents, and sales team members when necessary, to obtain policy delivery requirements, including application amendments, good health statements and initial premium payments, to ensure policy is placed in-force in a timely manner.
• When needed, assist fellow New Business team members with new case set-up and policy issue duties, to maintain department time service standards.
• Ability to work additional hours, as needed.
• Additional duties and responsibilities as assigned.

Job Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills, Abilities:

• Strong relationship building skills.
• Have a “big picture” mindset relative to our overall processing.
• Ability to communicate professionally in both a verbal and written manner.
• Maintain frequent communication with all constituencies to manage customers’ expectations.
• Ability to organize and prioritize workload to ensure tasks are completed in accordance with department time service standards.
• Possess a strong work ethic with a sense of urgency.
• Strong attention to detail, self-management and ability to thrive under pressure.
• Ability to identify, troubleshoot and solve problems to ensure cases are flowing through the process in a timely manner.

Education/Experience:

• Associate’s or Bachelor’s degree preferred.
• or, a minimum of 2 years of relevant experience.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Ability to work well with others in a fast-paced stressful environment and be able to maintain a high level of quality of work.
• Typically, the position requires working on site to answer phone calls, conduct research, foster rapport and collaboration, as well as inspire a free flow of ideas, concepts, and creativity.

Because we care about our team members, we are pleased to offer the following benefits:

Competitive pay, Health insurance, Dental insurance, Vision insurance, Life insurance, Short & Long Term Disability, Identity Theft/Legal insurance, 401(k), Paid vacation and holidays, Tuition reimbursement