Life Care Specialist

Troy, MI | Administrative Support

Post Date: 02/06/2018 Industry: Professional Pay Rate: 15
**There is potential for full-time conversion depending on the worker's performance and attendance.**
  • Provide assistance to financial advisors/agents in completing life insurance applications
  • Develop and maintain contacts at insurance carriers
  • Keep abreast of product updates and underwriting guidelines
  • Update life team on various issues related to underwriting
  • Work with licensing team on issues related to submitted business
  • Determine risk class quoted and review any medical information submitted with the application to ensure the PI currently qualifies for the quoted risk class
  • Communicate with insurance company regarding submitted applications
  • Update agency management system as case moves through underwriting process
  • Provide status updates via email or phone to financial advisors/agents
  • Review medical records to ensure all necessary items are received to avoid delay and to determine if quoted risk class will still apply based on information obtained in medical records
  • Forward medical records to the carrier to match to client file and reviewed by the underwriter.
  • Work with in-house underwriter to assess whether the risk class is appropriate based on information obtained and when cases are approved “other than as applied for”
  • Assist financial advisor/agent in managing offers “other than applied for”
  • Submission of informal applications for preliminary underwriting decision
  • Review of underwriting decision updating internal record to reflect final benefit and premium amounts
  • Back-up assistance for illustrations Second level review of submitted applications
  • Request updated illustrations for cases issued “other than applied for”
  • Performs other duties and responsibilities as assigned
  • At least 1 year of administrative, hospitality or customer service experience
  • Proficient user with Microsoft Office Suite
  • Ability to adapt to frequent change
  • Strong written and verbal communication skills, especially grammar
  • Professional demeanor
  • Strong attendance/reliability

Apply at and select Lapeer as the servicing branch

Email your resume to with the words "Life Care Specialist" in the subject line

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