The Bilingual Claims Administrator manages the end-to-end claims notification process, including initiating claims and maintaining accurate records. They provide high-quality customer service by answering inquiries from claimants and partners while ensuring all administrative transactions meet compliance standards.
Provide caring and accurate support to members via phone, email, and chat regarding insurance products, billing, and policy inquiries. Navigate multiple systems to document interactions, process updates, and collaborate with internal teams to ensure efficient resolution.
Provide caring and accurate support to members via phone, email, and chat regarding insurance products, billing, and policy inquiries. Maintain accurate documentation in CRM systems while collaborating with internal teams to resolve complex customer issues.
The Underwriting Administrator provides product support, manages underwriting data reports, and assists with daily operations and vendor management. They also facilitate communication between producers, sales teams, and the medical director while ensuring accurate risk assessment processes.
Administer financial and non-financial annuity transactions throughout the contract lifecycle, including applications, transfers, disbursements, tax-related processing, and settlement options. Provide customer and producer support, verify documentation and regulatory compliance, maintain accurate records, meet service levels, and contribute to process improvements and operational risk mitigation.
The advisor is responsible for selling life and critical illness insurance by conducting needs analyses and submitting applications. They must also maintain compliance, meet sales targets, and manage client communications through various channels.
The Regional Sales Director is responsible for managing a defined territory to generate sales and develop new business within the MGA channel. They will build long-lasting relationships, provide product training, and serve as the primary contact for distributor support.
