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Farm Bureau Financial Services · 3 weeks ago

Case Coordinator

West Des Moines, IA, US

Full-time

Hybrid

Entry Level

2+ years exp

Farm Bureau Financial Services is dedicated to protecting the livelihoods and futures of their clients through a culture of integrity and teamwork. The Case Coordinator role involves providing support for the underwriting team by analyzing and procuring necessary information to classify life insurance risks, while also managing case files and customer service requests.

Financial ServicesInsuranceLife InsuranceWealth Management

No H1B

U.S. Citizen Only

Responsibilities

Respond to and resolve customer service requests according to FBL Financial Group, Inc policies in a prompt, efficient and courteous manner for external customers, departmental staff, and other FBL personnel at all times

Perform review of applications with limited authority

Perform brokerage/reinsurance correspondence and transfer of documentation

Assist the underwriter in management of case files by generating and receiving requests for information to agents, client/members, medical facilities and vendors; maintaining the integrity of the pending file; and tracking movement of files

Create and produce correspondence for both internal and external communication. Engage in telephone and email conversations with internal and external customers. Provide information to internal and external customers regarding processes, statuses and requirements

Qualification

Loma ACS designationUnderwriting experienceWindows knowledgeMS Office proficiencyAnalytical thinkingOrganizational skillsVerbal communicationWritten communicationConfidentiality handling