Life Care Specialist

Troy, MI | Administrative Support

Post Date: 02/06/2018 Industry: Professional Pay Rate: 15

Provide assistance to financialadvisors/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
Minimum 2 years' experience:
  • Technology Skills - Proficient w/ Microsoft Office Suite and website navigation
  • Organizational Skills - Ability to prioitize work and multi-task in a fast-paced envirnment
  • Communication Skills - Ability to work in a team envirnment and interact with a wide range of people and personalities
  • Problem Solving Skills - Ability to use resources to find information and solve problems before reaching out to the agent and/or client.

Apply at and select Lapeer as the servicing branch

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

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