The Associate is responsible for retrieving documents, reviewing notes, processing applications, generating insurance policies, and ensuring submission accuracy.
Description and Requirements
Retrieval of Sold_Case doc from WorkDesk/BIZFLOW. Review UW Notes in WorkDesk/Bizflow (Notes Tab). Retrieve Process Checklist from SM Knowledge Center (Online Module). If PPO Dental, order Dental Cards via Quadient (web-based) Update Group Information and Class Structure in Structure Portlet & SoldCase. Review all submission documents/tabs for missing information. Review all downstream applications for accuracy. Send emails via email templates. Generate MetLife group insurance policies/certificates. Process First Bill audit and reconcile billing system if required Initiate MetLink access Complete New Business case in WorkDesk/Bizflow.
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™, 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 individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™, 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 individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
Top Skills
Bizflow
Metlink
Quadient
Workdesk
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