Beacon Technologies is seeking a Life Underwriting Coordinator for our client partner. A typical day for a Case Coordinator will include reviewing Simple Term and Juvenile applications, managing requirements for fully underwritten products, communicating with agencies and vendors, and providing support as needed for the Underwriting team. Case Coordinators will work in multiple Life Company systems and vendor portals. They will ensure applications are in good order and proceed smoothly and efficiently through the underwriting process.

Responsibilities:

Agency Inquiries

• Handling vendor and requirement related phone calls and emails that are directed to the Underwriting team, consulting an underwriter and/or escalating to the Vendor Management team only as needed.
• Assisting underwriters with other inquiries as needed.

Managing Requirements

• Transitioning from EHR to APS when EHR is not found or deemed insufficient by an underwriter
• Investigating and resolving problems obtaining medical records; monitoring Vendor
• Responding to vendor inquiries and updates about interviews, medical exams and medical records
• Switching exam vendors when needed
• Responding to customer drop requests relayed by vendors
• Locating missing lab results
• Reprocessing failed orders when there are vendor system issues
• Obtaining wet signature for the interview when the customer declines a voice signature
• Reviewing requirements for pending applications when the customer decides to not follow through with an internal replacement
• Reviewing evidence following demographic info changes and reordering as needed
• Ensuring HIPAA auth compliance following a demographic info change
• Reviewing requirements and creating amendment notes for coverage changes
• Reviewing beneficiary changes and triaging to an underwriter as needed

Managing the Underwriting Caseload

• Monitoring pending applications, taking action to eliminate bottlenecks and prevent delays, and dropping inactive cases
• Proactively following up with agency staff for misc. requirements
• Listening to interview recordings as needed per underwriter request
• Requesting MIB details
• Managing documents
• Monitoring the unmatched mail queue
• Uploading underwriting documents to electronic document storage system as needed
• Bankruptcy hotline calls to verify bankruptcy status
• Handling special requests for underwriting found on the App Part 1
• Sending ad hoc letters (e.g. mailing lab results to customers upon request)

Underwriting Triage

• Handling Simple Term referrals for product and total coverage limits, previously declined or rated associated policies, and MIB
• Responding to agency inquiries about Simple Term underwriting decisions
• Ordering requirements for ExpressReview Light Touch cases
• Jet underwriting of juvenile applications and triaging to underwriters as needed
• Jet underwriting and triaging of Group Life evidence of insurability (EOI) forms
• Submitting facultative cases to reinsurers
• Managing requirements and processing underwriting decisions for Now & Forever II applications

About Beacon Technologies

Are you looking to advance your career in information technology? Beacon Technologies offers career advancement opportunities, extensive training, and excellent benefits including paying for health and dental premiums for salaried employees. In addition to providing interesting opportunities, Beacon Technologies provides that old fashioned, personal touch, so you feel like a part of the Beacon team.

Beacon Technologies, Inc. is an equal employment opportunity employer with a functioning Affirmative Action Plan. It is the policy of Beacon Technologies, Inc. to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, ethnicity, ancestry, disability, medical condition, military and veteran status, or any other characteristic protected by law. Beacon Technologies, Inc. prohibits any such discrimination or harassment.