Underwriting Implementation Level I

Description

The Underwriting Implementation Level 1 will apply the knowledge of Allied’s products, plan documents, underwriting manuals and computer systems including company procedures and philosophies, to create a systemized workflow to assist the Medical Underwriters with their duties.

Responsibilities

• Create New Business Workflow sheet.
• Set up New Case information.
• Issue in Allied’s proprietary system all approved New Business and resolve any rate discrepancy as needed.
• Prepare group ID cards for mailing on all new business groups and employee additions.
• Create Stop Loss documents on Self-Funded new business and Self-Funded renewal business.
• Sort and distribute incoming mail promptly. This includes physical paper main and Contact Management activities. Deliver outgoing mail to the other departments and Office Services according to the published schedule.
• Daily review and processing of incoming emails in the Underwriting email box. This includes a review of the content of the received email and either create a contact management activity to have the email queued up for processing or forward the email in its entirety including attachments to the appropriate staff member to handle.
• Monthly/daily renewal prep & processing. This includes compiling the monthly renewal list, creating renewal folders and renewal processing sheets. Creating renewal Stop Loss documents and AI indexing.
• Review and process returned mail, address changes, name changes, duplicate ID cards and license updates.
  
  

Requirements

• Must have a high school diploma or equivalent.
• 1-2 years of related work experience is required.
• Ability to work under varying workloads and deadlines.
• Intermediate level proficiency with Windows-based systems such as Microsoft Word and Excel.
  
  

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