Strategy & Controls
Around Allianz
Underwriting
Spring into Spring
Case Management
100

The New Business Strategy and Controls team’s focus is on strategic vision and growth for Life New business, ensuring proper change management and governance with controls. The New Business Strategy and Controls team is lead by this individual.

Who is Amy Maas

100

This is the site where you can thank a fellow employee or recognize them for their work achievements for a chance to earn points that can be exchanged for merchandise. 

What is Recognition Central

100

This is the person or party the policyowner names to receive policy benefits.

Who is the beneficiary.

100

Trees, Grasses, weeds and plants release these tiny grains into the air to fertilize other plants. These tiny grains are also the biggest trigger for spring allergies

Pollen

100

This is the acronym used when referring to our Field Marketing Organizations.

FMO

200

Weekly process note communications are important to introduce changes to the business process. Name the day of the week are WPN communications are released.

What is Tuesday

200

In 2019 construction was completed on the first Allianz sponsored stadium located in North America. 

Allianz Field is among North America's most state-of the-art stadiums, is located in St. Paul, MN. and is home to what professional sports team?

Who is MNUFC (The Loons)

200

This is the name of the one fixed index universal life insurance product Allianz currently sells. 

What is Allianz Life Pro+ Advantage

200

The day first established in 1631 as a modest holiday to honor Ireland's Patron Saint. Because the day fell in the middle of lent it was used as a reason to celebrate and take a break from the restraints imposed leading up to Easter. 

St. Patrick's Day

200

The signatures on this document are good for 6 months from the date they are signed. 

Worksheet Signature Page

300

This is the name of the Enterprise Operations site where process documentation, including standard operating procedures/SOP's, job aids and process flow maps are stored.

What is Sharepoint

300

This is Allianz's social learning platform where you can find AllianzU courses and track any completed trainings

Degreed

300

Name 2 reasons that would cause a file to fail accelerated underwriting

What is place of birth, age of client, build, recent insurance activity, unfavorable TRL score, various medical/mood conditions, etc.

300

This is the biggest spring break destination for college age young adults in North America. It's also referred to as "the fun coast

Daytona Beach

300

The term used to reference the amount of insurance provided by the insurer between the period of time when the application is received with the first mode of premium submitted and the time the policy is issued. 

Temporary Insurance Agreement (TIA)
400

This is the process for assuring an organization's objectives in operational effectiveness and efficiency, reliable financial reporting and compliance with laws and policies are in place.

What is a control/control process

400

Name one designation program offered by LOMA

FLMI, ACS, ALMI, AIRC, FSRI, ARA
400

This is what the provision is called that gives a policyowner a stated period of time, for Allianz it's 30 days, after the policy is delivered within which they can cancel the policy and receive a refund or request contract changes. 

Free Look Provision/Free Look Period
400

On March 20th the sun will cross the equator line heading north. This event marks the start of the spring season in the northern half of the globe. Name the event.

March equinox, spring equinox, vernal equinox

400

This process involves notifying agents/FMO's on the receipt of the completed paperwork on attending physician statements and medical exams. The notifications are sent through e-mails or phone calls. 

Proactive Review

500

Individuals must be within this age range to be considered for the premium finance program. 

18-60

500

Allianz Life is proud to be home to numerous ERG's whose collective aim is to foster a diverse and inclusive workplace. Our ERG's include Allianz BEYOND, NEO, Pride, ASCENT, BELONG, Operation SERVE and the Green Team.

This is what the acronym ERG stands for

Employee Resource Groups

500

Our fearless Life New Business leader Gene, has been a frequent speaker at team and department meetings and has been very transparent on where our department is at and where we are heading. 

More specifically within underwriting Gene has discussed his underwriting philosophy. What is it?

Competitive and Responsible Underwriting!

500

In the southern hemisphere which month marks the start of spring?

September

500

Case Management individually, compiles a snapshot of outstanding items on their "to do" list for the day, and a snapshot of what was completed the prior day. Name the report that shows this information. 

Daily Workload