AAA Auto Club Enterprises · 2 months ago
Life Insurance Case Coordinator
Costa Mesa, CA
Full-time
Onsite
Entry Level
$25.03/hr - $33.34/hr
1+ years expAAA Auto Club Enterprises is a leading federation of AAA clubs in the nation, and they are seeking a Life Insurance Case Coordinator to manage life insurance cases efficiently. The role involves reviewing applications, liaising with underwriters, and ensuring documentation accuracy while providing exceptional customer service.
Insurance
Responsibilities
Reconcile outstanding pending case requirements and requests for additional information with agents. Identify any missing information or discrepancies and collaborate with agents or clients to obtain the necessary details. Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires
Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel
Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers
Provides input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities
Qualification
Required
1-3 years Business transaction processing or related experience Required
Excellent written and verbal communication skills
Proficient in all Microsoft Office Suite applications
Ability to use salesforce.com, FAST AS400, Life Desk and/or other systems/tools
Preferred
Associates Equivalent combination of education and experience Preferred
1-3 years Life insurance sale/service Preferred
Benefits
Health coverage for medical, dental, vision
401(K) saving plans with company match AND Pension
Tuition assistance
Floating holidays and PTO for community volunteer programs
Paid parental leave
Wellness programs
Employee discounts (membership, insurance, travel, entertainment, services and more!)
Company
AAA Auto Club Enterprises
AAA is a federation of fully taxpaying, not-for-profit motor clubs in the U.S.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Simpson
Senior Vice President and Chief Information & Technology Officer
Suzanne Wisdom
Senior Vice President & Chief Marketing Officer
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