Job Description

Job Description

Job Description

Purpose: The Case Manager is responsible for reviewing and processing new insurance applications from application entry to policy placement and acts as liaison between the advisor and insurance carriers to ensure all applications are processed in a timely manner. This employee will maintain primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between advisors, life insurance carriers, and internal resources.      

Working Hours: 8:30 a.m.-5:00 p.m., and as otherwise required

Status: Full Time

Essential Duties and Responsibilities:

• Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier.
• Orders, and reviews underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier.
• Conducts regular follow-up via phone, email and/or fax secondarily, on all outstanding underwriting requirements.
• Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.
• Maintains internal processing database to document work activity and communication on all assigned cases.
• Acts as a conduit for all issues associated with a case to include coordination with all internal departments, i.e. Licensing, Commissions, Sales Team.
• Responsible for reviewing issued insurance policies for accuracy before delivery to agent.
• Follows-up with advisors on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe.
• Takes initiative to review other than applied for offers on life insurance cases to determine if alternatives exist, as well as negotiating with underwriters for better offers.
• Participate in training and development classes, and learning opportunities as directed.

Required Skills/Abilities :

• Four year college degree or equivalent combination of education and relevant experience.
• Exceptional interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management and organization skills.
• Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment.
• Capable of working independently as well as in a team environment.
• Demonstrated history of relationship management success.
• Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.
• Strong attention to detail and accuracy

Physical Requirements:

• Ability to constantly operate computer and other technical equipment.
• Ability to sit or stand for extended periods of time while operating computer and conducting phone calls.
• Ability to lift and/or move at least ten (10) pounds.
• Ability to use hands and fingers to type and operate computer and related equipment.
• Specific vision abilities required: seeing close, distance, color, peripheral vision, depth perception and ability to adjust focus.

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the ultimate back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.

Company Description

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the ultimate back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.

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