Sr. Case Advocate Life, Life New Business
Sr. Case Advocate Life, Life New Business
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Currently seeking a candidate to join our Premier Team in Life New Business. Previous Life New Business Case Advocate experience is preferred along with having strong customer service and time management skills. Technical system knowledge of TPP Vision GIACT Avatar APPS and CRL is essential.
This position will be hired on a Success Flex basis.
The hired associate must reside within 35 miles of the following location(s):
Columbus: Three Nationwide Plaza Columbus OH 43215
Grandview: 1000 Yard Street Grandview OH 43215
Hybrid Work schedule: 2 days in office 3 days remote.
It is our intention to fill this role in Columbus Ohio however on occasion applications from internal candidates that are working remotely who bring critical industry skills and relevant experiencemay considered.
(Internal Use Only: D2 Pay Band)
Job Description Summary
Processing new life insurance business quickly and efficiently while providing an exceptional customer experience requires creativity top-notch communication and attention to detail. If you thrive in a fast paced constantly evolving environment where you can work independently and as a team member we want to know more about you!As a Senior Case Advocate youll be responsible for the management of life insurance cases from receipt of new applications through policy placement. Well count on you to service as a subject matter expert on the process and have an in-depth knowledge of channel-specific nuances and needs.
Job Description
Key Responsibilities:
Verifies all documents and information is complete and in good order. Understands identifies and communicates good order requirements needed to complete the application.
Organizes and prioritizes workload to ensure assigned cases are processed issued and placed in a timely manner while maintaining frequent communication to manage expectations appropriately.
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. Develop and implement process improvement initiatives within the department.
Builds maintains and appropriately leverages relationships with producers firms BGAs and sales partners. Provides assistance/answers questions in a timely manner.
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.
Serves as a mentor to Case Advocates. Helps to resolve challenges with effective solutions while maintaining focus on improving time service and quality of application submissions.
Serves as escalation point for other Case Advocates on the team and provides guidance throughout the process for complex cases or cases that require a sophisticated level of customer service.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director.
Typical Skills and Experiences:
Education: Undergraduate studies preferred.
Experience: At least one year of related experience.
Knowledge Abilities and Skills:Substantial knowledge of life insurance including basic underwriting principles and practices; Sophisticated product knowledge; Advanced verbal and written communication skills to interact with internal and external audiences;Advanced ability to research issues and optimize resolution; Advanced decision-making skills for problem identification and correction; Demonstrated ability to successfully work independently in a fast-paced environment maintain focus on critical deliverables and provide extraordinary care; Discretion while handling confidential matters (e.g. medical records); Ability to integrate in a rapidly changing environment with competing priorities; Ability to work independently in a fast-paced environment effectively prioritize work maintain focus on critical deliverables and provide extraordinary care.
Other criteria including leadership skills competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and HR Business Partners.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs including: medical/dental/vision life insurance short and long term disability coveragepaid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date nine paid holidays 8 hours of Lifetime paid time off 8 hours of Unity Day paid time off 401(k) with company match company-paid pension plan business casual attire and more. To learn more about the benefits we offer click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged appreciated respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Required Experience:
Senior IC
Employment Type
Full-Time
