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AAA Life Insurance Company · 1 day ago

Case Support Specialist - Claims

Livonia, MI

Full-time

Hybrid

Mid Level

4+ years exp

AAA Life Insurance Company is a respected and trusted American brand focusing on Life Insurance and Annuity Products since 1969. The Case Support Specialist is responsible for coordinating the process of individual life insurance and annuity applications or claim files through the process to be ready for decision, working closely with various stakeholders to gather necessary information.

Financial ServicesInsuranceLife Insurance

Responsibilities

Contact members and vendors via telephone and/or email as initiated by the business units to obtain the information needed, such as documents, signatures, and health or financial information in order to prepare the case for a decision

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, provides guidance to teammates by answering inquiries and resolving problems

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 our customers (agents, applicants, beneficiaries) regarding the status of their insurance cases. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel

Interacts with a variety of vendors utilized by the company including labs, funeral homes, medical research firms, government agencies, and a variety of other relationships, utilized in the processing of claims

Assists with analysis, development and implementation of new and enhanced procedures for processing. Actively participates in change management

Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities

Qualification

Life Insurance experienceProcess-oriented experienceMicrosoft Office SuiteSalesforce.comFAST AS400LifeNotesLifeDeskCustomer service skillsCommunication skillsProblem-solving skills

Required

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

Medical, Dental, Vision, Life and Disability coverage available day one

Pension Plan

Performance-based incentive plan

401k available with a Company match

Holidays and Paid Time Off

AAA Basic Membership

Company

AAA Life Insurance Company

AAA Life Insurance Company is fueled by our mission of providing financial security and peace of mind to AAA members through our life insurance products, delivering on the outstanding customer service that members have come to expect from the AAA brand.

Founded in 1969

Livonia, Michigan, USA

501-1000 employees