Life Insurance Case Coordinator (MN Office or remote)

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Who We Are

This position will support Diversified Brokerage Services (DBS), a subsidiary of NFP. DBS is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit:

About the Position:

This position is responsible for ensuring that applications entered in our internal systems go through a complete quality review before being sent to carriers. Case Coordinators are also responsible for ordering exam and medical records. They provide assistance and training to advisors as needed during the digital application process via phone calls and emails. Case Coordinators accurately and completely document all case activity during the application or delivery process. This is a full-time opportunity open to an in-office/hybrid opportunity from our Minneapolis office. A fully remote hire will be considered for experienced candidates.

Essential Duties and Responsibilities:

• Contribute to the overall success and profitability of the agency.
• Develop a working knowledge of the products and services offered within the department
• Provide support to advisors prior to application submission (forms and application questions)
• Maintain follow-ups to be current daily
• Receive and review new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
• When required at app entry, order exams/medical records (APS) through our agency management system (AMS) or adjust requirements if case falls into Accelerated Underwriting guidelines (AU)
• Manage iGO support emails, phone queue and iGO troubleshooting
• Manage the ePolicy box and eIssue policies
• Assemble/prepare and mail policy contracts, electronically file documentation to case files, photocopy documents, run reports, and track progress
• Perform other duties and projects as assigned. May be assigned to assist peers with processing questions and at times mentor peers as needed
• Non-exempt position (hourly)

What We're Looking For

• Basic computer proficiency
• Able to quickly learn new business systems/technologies
• Ability to communicate in a professional manner
• High focus on quality and customer satisfaction
• Flexible and able to react to change in a productive and positive manner
• Strong work ethic and ability to work with a sense of urgency
• Basic knowledge of carrier applications
• Position ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous

Education and/or Experience

Experience: High school graduate with a minimum 2 years in an office environment Team Participation: Must be able to work effectively in a diverse group of people as a team member.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.