Case Advocate

Description:The Case Advocate I, working closely with sales consultants, 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.Responsibilities: In support of maintaining an average of 32 group submissions and completing a minimum of 48 group submissions in a calendar month. The Case Advocate 1 will actively review and monitor the progression of all submissions comprising a case, from start to end, including but not limited to the following: Thoroughly review a new submission with same day documented call to broker and/or sales consultant to openly and efficiently communicate regarding requirements or special circumstances surrounding the submission. Formally request requirements, preferably on same day as receipt or within 24 hours of receipt of case from the new business specialist; open and efficient communication will continue frequently throughout the underwriting process via phone and email, based upon the preference of the broker. Initiate no greater than 3 business day follow up call to broker regarding status and, if needed, additional discussion of requirements, if not received in underwriting Initiate second 1-2 business day follow up call to broker regarding status and, if needed, additional discussion of requirements, if not received in underwriting. This level of follow up will continue every 1-2 business days until requirements are received (unless otherwise requested by broker and indicated in submission notes) Once all Warner Pacific requirements are received by the Case Advocate, call/e-mail broker acknowledging receipt (as determined necessary) Submit group application to carrier within 24 hours of receipt of all Warner Pacific requirements Overall turnaround time target from receipt from broker to carrier approval is 7-8 days. Analyze and request any applicable carrier requirements from broker within 24 hours of receipt, with same day documented call/e-mail to broker confirming receipt of carrier requirement request Once received, submit all carrier requirements to carrier within 24 hours In the event the Case Advocate is advised of a carrier delay in processing of a case, contact broker advising of delay (notify sales consultant and broker via call and e-mail of any delay that will push the effective date to the next month, indicating if there will be an increase in premium) Complete approvals/withdrawals/declines, and e-mail appropriate letters to broker and sales consultant 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, Warner Pacific technology and external online enrollment systems. Maintain a minimum average of 95% quality for Pre-Submission and Post-Submission audit results on a running quarter basis Adhere to finance close process upon closing out the group in the Warner Pacific system. Review other Case Advocate files for accuracy prior to submitting for finance approval (AKA File Review) Provide backup/desk coverage in other areas within the department/company as needed/requested Other activities as assignedExpected Leadership Qualities 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 Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist Maintain and foster positive, open communication channels with all affiliated internal service areas (including sales consultants), brokers and carriers Assist internal and external co workers in skill/knowledge development Complete assignments as assigned and on time, unless otherwise agreed to Independently seek out additional work from current or other departments as time permits Positively participate in other projects/activities as assignedSkills:Underwriting, Customer service, Insurance, microsoft office, administrative skills, email, phone etiquette, communication and people skills, Organization, multi tasking, operational, Data Entry, Attention to detail, Microsoft excel, Administrative supportTop Skills Details:Underwriting, Customer service ,Insurance, Microsoft office, administrative skills, email, phone etiquette, communication and people skillsAdditional Skills & Qualifications: 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 skills 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 management Ability to work overtime, holidays and weekends as requested by management May require occasional in/out of state multi day travel High level planning, organizing and time management skillsCandidates must be tested on the following prior to submittal: MS Excel (Intermediate) MS Word Data Entry-10 Key Typing, 1 minute On Screen, WPM Customer Service-Writing Sample (they are looking for form and that it flows nicely).Experience Level:Intermediate LevelAbout Aston Carter: At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.