Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier 2. Orders, and reviews underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier 3. Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements. 4. Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately 5. Maintains internal processing database to document work activity and communication on all assigned cases 6. Acts as a conduit for all issues associated with a case to include coordination with all internal departments 7. May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent 8. Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe 9. Taking initiative to review other than applied for offers on term cases to determine if alternatives exist
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Exceptional interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment 5. Capable of working independently as well as in a team environment 6. Ability to work in a self-directed fashion 7. Experience with PC's in a Windows environment 8. Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet 9. Proficiency with office equipment including fax machines, copiers, telephone systems, etc. 10. Four year college degree in business or a related field or equivalent combination of education and relevant experience 11. 2+ years of customer service experience 12. 1-2 years of Life insurance experience preferred 13. Demonstrated history of relationship management success 14. Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area 15. Demonstrated time management and organizational skills 16. Strong attention to detail and accuracy 17. Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike 18. Ability to react to change in a productive and positive manner 19. Ability and willingness to support team to accomplish team goals
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
Internal Number: R0010395
At BB&T, we believe our associates are our most valuable asset. We operate on the principle that each individual is capable of having a positive impact on the organization. This belief has allowed BB&T to evolve into one of the financial service industry’s top performers.
BB&T is much more than a bank. Building on a long tradition of excellence in community banking, BB&T offers a wide range of financial services including retail and commercial banking, investments, insurance, wealth management, asset management, mortgage, corporate banking, capital markets and specialized lending. Based in Winston-Salem, N.C., BB&T has more than 35,000 associates and operates more than 2,100 financial centers in 15 states and Washington, D.C. A Fortune 500 company, BB&T was recognized as one of Forbes' 2017 Best Banks in America and is consistently recognized for outstanding client service by Greenwich Associates for small business and middle market banking. Our success as an organization is based on the vision, mission and values that comprise the BB&T philosophy. Adhering to this philosophy will lead you, the individual, and us, as an organization, to create the best financial organization possible.
We invite you to join our winning team at BB&T!
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