Insurance Case Manager in Florida

Primary Responsibilities and Duties

• Process new life and annuity business to include scrubbing applications, ordering paramed/lab exams, suitability review, submitting application to the carrier, check status and resolve any not in good order issues, client conference calls to facilitate transfers and rollovers
• Manage the business all the way from the beginning until the case is finalized.
• Provide post-issue customer service and daily agent support.
• Customer relationship support through the new business process.
• Back-up sales support, including illustrations and product knowledge.
• Provide back-up licensing support as needed.
• Assist in troubleshooting commission issues as needed.
• Processing carrier mailings.
• Delivery receipt tracking.
• Create and maintain relationships with carriers, case coordinators, and underwriters.

Other Duties and Responsibilities:

...