Ledgent Technology ยท 3 days ago
Life Insurance Coordinator
Dallas, TX
Contract
Onsite
Entry Level
$17.60/hr - $19/hr
1+ years expLedgent Technology is seeking a New Business Case Manager to join their operations team and manage the processing of life insurance applications. The role focuses on ensuring the accuracy and completeness of applications, resolving missing information, and collaborating with insurance agents and carriers.
Staffing & Recruiting
Hiring Manager
Catherine R.
Responsibilities
Analyze and process incoming life insurance applications, ensuring accuracy and completeness
Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information
Enter data into proprietary home office systems
Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems
Calculate recognition points earned from life insurance applications
Qualification
Required
1-2 years in a processing role, meeting daily production goals and quality metrics
Ability to grasp new concepts quickly
Self-starter with a high level of motivation
Dependable and coachable with a positive, can-do attitude
Comfortable working in a fast-paced environment
Takes ownership, drives a sense of urgency, and is highly detail-oriented
Good problem-solving and analytical skills, with a familiarity with basic math
Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff
Good customer service skills, with the ability to work with different personality types and styles, in person or by phone
Excellent written and oral communication skills (in person, email, and telephone)
Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute
Preferred
Experience with a workflow system and in the insurance industry is a plus
Bilingual in English/Spanish is preferred for this role
Company
Ledgent Technology
Ledgent Technology, a business line of Roth Staffing Companies, utilizes proven processes and their robust professional network to place qualified technology professionals in contract, contract-to-hire, direct-hire roles and project teams throughout the US.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase