What are the responsibilities and job description for the Issue Coordinator position at Boston Mutual Life Insurance?
All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.
The Issue Coordinator is responsible for setting up, data entry, issue processing and the medical underwriting of Life, Disability, Critical and Accident applications. Responsible for verbal and written communications with our servicing agencies, brokers, policyholders and home office personnel.
The Issue Coordinator is expected to:
Education: High School Diploma required; Associate or Bachelor’s Degree preferred.
Experience: Minimum of 2 years of equivalent work experience required.
Knowledge Requirements:
At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.
Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.
The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.
- We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
- We are FOR providing practical and affordable products designed for those we serve.
- We are FOR making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance.
- We are FOR providing a personalized customer experience to our policyholders and producers.
- We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do.
- Demonstrate a desire to assist
- Listen for understanding and respond empathetically
- Explain things in a manner that is easy to understand
- Be knowledgeable students of our business
- Take full ownership to resolve questions and issues
- Be professional, polite and courteous
- Leave our customers and associates “better than where we found them”
The Issue Coordinator is responsible for setting up, data entry, issue processing and the medical underwriting of Life, Disability, Critical and Accident applications. Responsible for verbal and written communications with our servicing agencies, brokers, policyholders and home office personnel.
The Issue Coordinator is expected to:
- Process, underwrite and issue Life, Disability, Accident and Critical Illness Cases.
- Data Entry of new paper applications received.
- Request missing information on applications.
- Make underwriting decisions to approve, declined, and reduce coverage based on medical information.
- Calculate, verify deductions and process deduction changes.
- Follow up with Agents and Insureds to discuss pending requirements, medical information, billing set up and deduction changes.
- Set up list bills.
- Verify agent licensing.
- Order telephone inspections.
- Prepare adverse underwriting letters to send policyholders
- Assist internally with policy changes and case reissues.
- Help with policy assembly, checking and mailing.
- Scan and retain all case related documents.
- Mentor and train new employees and provide one on one guidance.
- Participate in monthly team meetings. Offer feedback and suggestions on improving the workflow.
- Participate in special projects and other duties as required.
Education: High School Diploma required; Associate or Bachelor’s Degree preferred.
Experience: Minimum of 2 years of equivalent work experience required.
Knowledge Requirements:
- Excellent written/verbal communication skills.
- Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
- Excellent interpersonal skills and the ability to effectively build and extend relationships.
- Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow.
- Strong computer skills using MS Office.
- Strong math aptitude.
- Insurance knowledge a plus.
At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.
Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.
Salary : $27 - $38