Date Posted: 06/06/2025
Hiring Organization: Rose International
Position Number: 483804
Industry: Insurance
Job Title: Life New Business Case Advocate
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Onsite
Shift: 8-4:30, Mon-Fri
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 13
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Documentation, Typing
Experience Desired: Customer Service Experience (1 yrs); Typing/data processing (1 yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree
Job Description
Required Education:
• High School Diploma
Preferred Education:
• Undergraduate Studies
Required Qualifications/Skills/Experience:
• 1 year customer service minimum
• Computer skills
• Typing skills
• Time management skills
• Experience in a professional environment
• Great communication and writing skills
Position Overview:
Facilitate the life insurance new business process before underwriting decisions are made. Manage an average of 80 to 160 cases.
Job Details:
• Verify all documents and information is complete and in good order
• Understand, identify and communicate good order requirements needed to complete the application
• Resolve issues with new business processing, licensing, commissions, vendors, etc.
• Provide guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures
• Review matched mail documents and updates file as received
• Follow up with the facilities to ensure additional requirements are not needed or to resolve concerns that may arise (ie: obtain special authorization forms) for any medical requirements that have been ordered on a particular policy
• Follow up with producers, firms and BGAs to communicate outstanding items on life polices and provides any assistance needed to obtain all of the requirements
• Update records and send documentation for al policies placed in incomplete status
• Process PMTS requests and generates checks
• Research and resolve money discrepancies that have been received but dont match our accounting records
• Build and maintain relationships with producers, firms, BGAs and sales partners and provides assistance/answers questions in a timely manner
• Perform other duties as assigned
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.
Melody, Consultant
You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!
Tonya, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
EMPLOYEE COMMENTS