Advising Support Specialist at The Ohio State University Newark, providing individualized advising to assist students with academic and career interests. Supporting students in navigating university policies, procedures, and resources.
About the role
- Case Support Specialist at AAA Life coordinating life insurance and annuity applications. Interacting with various stakeholders to gather necessary documentation and facilitating smooth claims processing.
Responsibilities
- Contact members and vendors via telephone and/or email to obtain information needed, such as documents, signatures, and health or financial information
- Use various computer systems such as 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
- 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 customers regarding the status of their insurance cases
- Interact with a variety of vendors utilized by the company in the processing of claims
- Assist with analysis, development and implementation of new and enhanced procedures for processing
- Actively participate in change management
Requirements
- High school education plus equivalent experience / Associate degree or equivalent work experience
- Minimum 4 years of experience working in a life insurance agency or carrier operations
- 5 years’ experience in a process-oriented role
- 2 years’ experience in Life Insurance industry
- 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 LifeDesk and other systems/tools
Benefits
- Health insurance
- 401(k) retirement plans
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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