NewBusinessCaseCoordinator

**Position Responsibilities:** * Case management: Track and manage pending business; ensure requirements are ordered/received/matched/processed promptly. * Decisioning: Comfort approving and implementing accepted offers that do not require further underwriting within authority limits. * Prioritization: Manage multiple cases, triage issues, and meet turnaround times and service level targets. * Continuous improvement: Identify bottlenecks, propose process updates, and contribute to standard operating procedures. * Client service: Proactive updates, expectation-setting, and ownership of complex inquiries through to resolution. **Required Qualifications:** * Education: Diploma or degree preferred (business, finance, insurance, or health sciences). Equivalent experience accepted. * Experience: 3+ years in insurance new business/underwriting operations, brokerage/advisor support, or group/affinity benefits administration. * Industry Knowledge: Familiarity with life and health underwriting basics, medical requirements (APS, paramedical, labs, EKG), and the Affinity/Group benefits sales cycle. Affinity/Group experience: Prior experience with Affinity Markets products or group/association programs. * Regulatory/Compliance: Understanding of privacy rules (e.g., PHI handling, consent), MIB usage standards, and record retention. **Preferred Qualifications Skills** * Systems proficiency: Experience with new business/underwriting workbenches, CRM, document management, and case management queues. * MIB: Ability to assign/update MIB reporting codes and run manual MIB reports accurately. * Data accuracy: High attention to detail in reviewing medical requirements, summarizing results, and reconciling pending items. * Vendor management: Ordering, tracking, and escalating medical vendor requirements; managing SLAs. * Relationship building: Proven ability to build and maintain relationships with brokers, advisors, plan administrators, and direct clients. **When you join our team:** • W