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Insurance Associate

4 months ago

Noida, India MetLife Full time

**Position Summary**

Front End process handles the initial implementation process for New Business Cases. The process begins after final underwriting and concludes with the enrollment process. All Automated cases (non-excluded) are routed to the GOSC for Automated case setup on the MetLife U.S Affiliated Systems.
- The main steps include- Ensuring the appropriate steps have been taken to accurately process a New Business case - a) Electronic receipt of New Business submission paperwork of Automated new business cases b) Updating documents with the status

c) Reviewing UW Notes
- d) Retrieve process checklist from Workdesk- Creating/sending Welcome/Risk Letter to SSA
- Submit enrollment to GroupFacts via the ACS Web Intake System
- Ensuring that all information (Group information including Rates) has been updated in GroupFacts and CDF before sending to the Back End Implementation Specialist

**. **Essential Functions**:
New Business Installation executives are responsible for
- Retrieval of Sold_Case doc from Workdesk/BIZFLOW.
- Review UW Notes in Workdesk (Notes Tab).
- Retrieve Process Checklist from SM Knowledge Center (Online Module).
- If PPO Dental, order Dental Cards via Kit Track (web-based)
- Update Group Information and Class Structure in Structure Portlet & SoldCase.
- Review all submission documents/tabs for missing information.
- Complete New Business case in Workdesk/Bizflow.

**Primary Internal Interactions**:

- AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
- Manager for the purpose of settling issues left unresolved by the AM and monthly evaluation of performance.
- Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
- Trainers for the purpose of process training.
- Associates for handling day-to-day execution of transactions and process activities with respect to the process.

**MetLife**:
MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

We are ranked #44 on the Fortune 500 list for 2019. In 2019, we were named to the Dow Jones Sustainability Index (DJSI) for the fourth year in a row. DJSI is a global index to track the leading sustainability-driven companies.

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.