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(Hybrid) Client Service Associate
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Full-time
- Who We Are: We’re a six-time Best Places to Work award winner in Business Insurance for 2017-2022 who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.
- This is a hybrid position with working-from-home flexibility 2-3 days a week after the initial 30-day training period.
- Performs all underwriting duties including preparing, completing, and mailing individual and multi-life disability, long-term care, and life insurance applications; tracks all data in MOSAIC. Schedules medical insurance exams and orders all Attending Physician Statements (APS/Medical Records) based on insurance underwriting guidelines of carriers.
- Follows up with the client and Relationship Manager(s) during the underwriting process, keeps notes on the process and conversations in MOSAIC to ensure all parties are informed of status.
- Ensures data accuracy in company records by regularly and routinely updating client and carrier/vendor information in MOSAIC and maintaining client files according to company compliant procedures.
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