BASIC FUNCTION: Review Life Insurance applications and preliminary inquiries to determine appropriate action. Facilitate cases through the underwriting process with necessary medical, financial and administrative review. Serve as a resource to the field force and internal staff for case consultation.
PRINCIPAL TASKS & RESPONSIBILITIES:
- Provide consultation to Financial Professionals on potential cases via phone calls, email and web site.
- Work with all levels of Financial Professionals, consulting with Senior Underwriters regarding PPG and Platinum cases.
- Negotiate underwriting decisions with underwriters from companies with which we do business.
- Assist case managers with problem solving from a medical or financial point.
- Provide underwriting consultation to other departments within the company.
- Proactively review formal cases and review informal files to determine appropriate course of action and direct the case manager accordingly.
- Miscellaneous underwriting research in order to keep current on underwriting guidelines for the companies with which we do business.
- Participate in departmental meetings to provide input and receive feedback
JOB REQUIREMENTS:
- College degree or equivalent underwriting experience
- Additional Insurance education a plus, i.e. LOMA, ALU, etc
- Good communication and interpersonal relationship skills
- Knowledge and understanding of new business process
- Fundamental knowledge of life insurance products
- Fundamental knowledge of medical conditions and treatments
Job Type:
Permanent
Location:
North Dakota-Western
Salary:
[n/a]
Date available:
now
Experience Skills:
Graduate
Company:
AXA Equitable Financial Services, LLC
Company Description:
In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and a premier provider of life insurance, annuity, and investment products and services. AXA Equitables assets under management totaled $539.46 billion as of December 31, 2008
Company Website:
[n/a]
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08/12/2009