Job Description

Requirements

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


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