Case Manager [28/11/2009] |
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Job Description:
Just don’t have a career.
Shape it… and Enjoy it.
AXA Equitable is a global leader in the financial protection industry, providing solutions that allow our clients to accumulate and secure the financial resources they’ll look to depend on throughout the various stages of their lives. It’s a tough commitment, and we need your candor, insight and diligence to ensure we deliver on our promise to our clients, our shareholders and the communities where we conduct business.
Your future belongs to you. And while we can’t predict where you’ll be, we can promise an interesting journey as you explore and advance your career with us. Along the way, you’ll be encouraged collaborate with colleagues, and seek out challenging assignments at AXA Equitable¬--and abroad with AXA Group—where your creativity, resourcefulness and ingenuity will facilitate the development of novel business solutions for our clients and business partners.
The relationships you’ll cultivate, and the experiences you’ll gain with us, are invaluable and rewarding. But that’s only part of what you’ll receive. We also reward you with competitive base compensation, performance incentives and Total Rewards that include an impressive range of health, wellness and wealth accumulation programs such as a pension, 401(k) and stock purchase plan.
Visit www.axa-equitable.com to learn more.
Job Description:
The primary function of this position is to act as the liaison between Underwriting and the Brokerage General Agency, Wholesaler or other business units, providing status updates on pending applications.
The incumbent will perform
administrative functions of New Business application through the underwriting process while adhering to Company and regulatory guidelines, prioritizing workflow based upon published guidelines and determining which requirements require risk evalution.
Specific responsibilities of this position include:
complete initial case review by reviewing the formal application, posting requirements for unanswered questions on the application, and adding administrative requirements that do not post through the data entry process;
print notes and appopriate documents from the informal file;
document and track applications not in good order;
review subsequent mail for completeness;
route risk assessment requirements to underwriter;
process administrative requirements in the administrative system; prepare Trust template for Advanced Market review; process underwriting final decisions;
add amendments and issue instruction messages composing correspondence to client; order Inspection Reports, Motor Vehicle Reports and obtain labs performed for other companies;
in-tray management, including the underwriter's electronic in-basket;
review and dispose of cases;
establish and manage effective working relationships with General Agency and staff; manage customer service requests and provide technical and administrative suport to customers meeting established service level agreement of 4 hours;
proactively handle follow up calls on pending business every 5 days with the Brokerage General Agency, with some contact with Exam or APS vendors;
document the New Business database and Underwriting system on result of follow up.
Job Requirements:
This position requires a High School Diploma or GED. A college degree is preferred.
Other requirements include:
one or more years of experience in Case Management or other customer service experience;
thorough knowledge of the underwriting process;
excellent interpersonal and communication skills;
excellent customer service and relationship management skills, and telephone etiquette; demonstrated patience and the ability to diffuse irate callers with tact and diplomacy;
ability to convey understanding and a sence of urgency;
strong ogranization and time management skills,
including follow up and follow through; strong sence of urgency;
strong attention to detail; ability to multi-task and prioritize;
strong 10-key/typing skills; self-starter; ability to work independently with little supervision while contributing as a team member;
reliable.
In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. AXA Equitable Life Insurance Company is an Equal Opportunity Employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. |
Job Type:
Permanent
Location:
California-Silicon - Sunnyvale
Salary:
[n/a]
Date available:
now
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