Contact clients to help obtain outstanding requirements, complete forms, and schedule examinations and appointments.
September 10, 2022
Assist agents with online application submission system.
October 18, 2022
Negotiates offers with insurance carriers to obtain the most equitable and competitive risk assessment for clients.
December 21, 2022
Provide instruction on best course of action to complete policy service and underwriting actions.
December 24, 2022
Maintains knowledge of specific insurance carrier guidelines, policies and business practices related to the underwriting process.
April 15, 2023
Arrange medical record requests and exams for agents.
April 18, 2023
Operate as a liaison between agents/agency and the home office.
April 26, 2023
Review, analyze and interpret medical, financial and other information received in conjunction with the life insurance application process.
May 11, 2023