Case Advocate I - Full-time / Part-time

A growing Insurance company in Westlake Village is seeking a



Case Advocate 1



This is a temp-to-hire position and salary will depend on experience.

The Case Advocate 1 works closely with Sales Executives, Brokers and Carriers, under supervision, is responsible to apply carrier underwriting principles and internal procedures to new business submissions, research and analyze submission issues, respond to telephone and written inquiries and initiate steps to assist callers regarding issues relating to the submission/approval process. The Case Advocate 1 makes independent decisions within underwriting guidelines and procedures relative to new business, as well as modifications to existing business

Overview of Responsibilities

The Case Advocate 1 will actively review and monitor the progression of all submissions comprising a case, from beginning to end, including but not limited to the following:

Thoroughly review a new submission with same day call to Broker and/or Sales Executive to openly and efficiently communicate regarding requirements or special circumstances surrounding the submission.

Check the applicable carrier website(s) daily for new Individual online business receipts

Initiate continuous and timely follow up call to Broker regarding status;

Acknowledging receipts

Submit group/individual application to carrier within 24 hours of receipt of all requirements

Analyze and request any applicable carrier requirements from broker, and call Broker confirming receipt of carrier requirement request and s ubmit all carrier requirements to carrier within 24 hours

Complete Approvals/Withdrawals/Declines, and E-Mail/Fax appropriate letters to Broker and Sales Executive within 4 hours of receipt

Respond to e-mails and phone messages within 4 hours at a maximum

Maintain current knowledge of carrier guidelines, forms/applications, submission and completion deadlines

Review other Underwriting Case Advocate files for accuracy prior to submitting for Finance Approval (AKA File Review)

Provide back up in other areas within the department/company as needed/requested

Expected Leadership Qualities a.o.

• Treat all employees and customers fairly and with respect and communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results while earning respect and admiration of co-workers

• Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention

• Embrace change with a positive attitude and motivate others in the department to do the same

Additional Skills and Requirements

• Minimum of a High School Diploma; advanced education or degree preferred

• Prior underwriting experience resulting from a combination of education and/or experience that would provide an equivalent background in terms of underwriting knowledge and experience is desired

• Excellent written and oral communication and interpersonal skills

• Ability to understand and demonstrate the use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key

• Ability to work on site (in the office) a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management

• Ability to work overtime, holidays and weekends as requested by senior management

• May require occasional in/out of state multi day travel

• High level planning, organizing and time management skills

• Analytical skills leading to alternative coverage option considerations, with the same or other carriers

• Negotiation skills

• Results oriented

• Demonstrated ability to analyze and resolve mathematical discrepancies

• Demonstrated ability to remain calm in pressure situations

• Demonstrated ability to multi-task

• Work toward obtaining Life License (must be licensed to move to Case Advocate 2)