Insurance Associate

2 weeks 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.


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