Insurance Associate

Position Summary

Front End process handles the initial implementation process for New Business Cases.The process begins after final underwriting and concludes with the enrollment process.All Automated cases (non-excluded) are routed to the GOSC for Automated case setup on the MetLife U.S Affiliated Systems.

The main steps include

. Ensuring the appropriate steps have been taken to accurately process a New Business case - a) Electronic receipt of New Business submission paperwork of Automated new business cases b)Updating documents with the status

c) Reviewing UW Notes

d) Retrieve process checklist from Workdesk

. Ordering Dental/Vision ID cards via KitTrak (Web-based application)

. Creating/sending Welcome/Risk Letter to SSA

. Loading SoldCase (Citrix application) with the necessary information (eg. Group name, Group address, coverage information, Broker information) to feed plan information to systems and certificates

. Submit enrollment to GroupFacts via the ACS Web Intake System

. Ensuring that all information (Group information including Rates) has been updated in GroupFacts and CDF before sending to the Back End Implementation Specialist

. Updating/noting the appropriate systems (Soldcase, Groupfacts, ACS web intake) and/or documents (Pre_SC and Pre_Enroll_SC in Workdesk application).

1. Essential Functions

New Business Installation executives are responsible for

Retrieval of Sold_Case doc from Workdesk/BIZFLOW.

Review UW Notes in Workdesk (Notes Tab).

Retrieve Process Checklist from SM Knowledge Center (Online Module).

If PPO Dental, order Dental Cards via Kit Track (web-based)

Update Group Information and Class Structure in Structure Portlet & SoldCase.

Review all submission documents/tabs for missing information.

Review all downstream applications for accuracy.

Send emails via email templates.

Complete New Business case in Workdesk/Bizflow.

Primary Internal Interactions

AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.

Manager for the purpose of settling issues left unresolved by the AM and monthly evaluation of performance.

Quality Compliance Analyst (QCA) for the purpose of feedback and audit.

Trainers for the purpose of process training.

Associates for handling day-to-day execution of transactions and process activities with respect to the process.

Full time