Junior Case Management Officer
About this role
Job Summary
To provide critical day to day Admin and Underwriting support necessary for the efficient running of the Life Operations Unit. This includes developing and managing the underwriting process to provide efficient, proactive service to clients, understanding of life insurance products and the implementation process. The incumbent will also be expected to engage in frequent communication with the Underwriters, Life insurance companies, and internal clients to manage expectations appropriately and provide first class client service throughout the process.
Primary Responsibilities:
- Daily clearance of mail trays from Operations to Office Services and back.
- Daily processing of Correspondence: entering medicals, finding policy numbers, writing stubs for med fees, locating files for medicals and passing to the relevant Underwriter/Processor.
- Processing of Medical reports for payments to Doctors/Labs
- Bill Reconciliation
- Maintenance of Confidential Database
- Copying and mailing of Confidential reports once a month
- Distribution of medicals to doctors/labs
- Stop payments/replacing cheques/ replacing stale dated cheques and writing back/transfers.
- Managing incoming GenTrack requests.
- Printing of all medicals received via email, locating policy numbers, locating pending files.
- Completion of Swiss Re Cardiovascular Risk Calculator on all applications.
- Processing of payments to Investigators and Admed Card provider.
- Completion of Daily Statistics
- Completion of Production Statistics
Secondary Responsibilities
- Daily processing of New Applications
- Logging of work to Underwriters/Case Managers on ATS and ISeries.
- Correspondence: locating files for correspondence and passing to the relevant Underwriter/Processor.
- Processing of cheques for all first refunds
- Assists with workflow activities as necessary, for the achievement of turnaround, quality, and service objectives.
Education
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes (full certificate) or an equivalent diploma or professional certificate.
Degree or equivalent level qualifications would be an asset
High level analytical competency
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted.
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