Insurance Case Manager

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:

...

Paradigm Life is a vibrant, fast paced company. We are a nationally recognized FinTech firm, specializing in insurance, financial services, and online financial education using cutting edge communication and software technologies.

The Case Manager possesses excellent communication skills, is highly detail-oriented, and will interact closely with department teammates in a dynamic and fast-paced environment. You function as an integral ingredient in the client experience and are responsible for effectively and efficiently guiding all aspects of the underwriting process for the Paradigm community. You draw upon intuition and experience to solve problems before they become problems. You have a passion for creating a world class experience for everyone you interact with. You are innovative, creative, self-directed, open to new challenges and a great team player. You drive continuous process improvement, and collaborate effectively with coworkers across all departments in the...