Technician in test validation and customer support at FDI company, working on access control and intercom products. Conducting tests, analyzing results, and providing technical assistance to clients.
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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