Job description

This position is currently 3 days/week in-office, 2 days/week remote. This is subject to change at any time by the employer.

Responsibilities:

• Call/mail letters to insureds quarterly to update contact and health information
• Request and follow-up on medical records from physicians and hospitals quarterly/semi-annually to keep up to date with insureds health changes
• Order RX and LabCorp reports quarterly/semi-annually
• Request and follow-up on documents requested from insureds or designated contacts
• Review, identify health status changes that warrant ordering life underwriting
• Review third party reports to monitor the health status of the insured
• Request and follow-up with third-parties on life underwriting
• Identify and process claims in a timely manner, coordinating with government vital record departments, families of insureds and insurance companies
• Review, identify and resolve action items from insurance companies and insureds and compare to past information to identify discrepancies
• Scan and file correspondence for all documents received
• Review insured tracking report on a weekly basis to ensure servicing time standards are being met
• Other duties as assigned

Experience:

• Bachelor’s degree or equivalent work experience in life insurance, health care system, structured settlements or mortgage brokerage/servicing
• Energetic phone presence
• Attention to detail, follow-up and organization
• Computer skills using Microsoft Word, Excel, Outlook and Adobe are required
• Ability to identify discrepancies and problem solve
• Ability to handle multiple projects and initiatives at one time
• Ability to work independently and as a team player

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Sewickley, PA 15143: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• medical records or life insurance: 2 years (Preferred)

Work Location: One location

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