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:

• Performs other responsibilities, as requested or assigned by management.
• Performs other miscellaneous duties, as requested or assigned by management.

Requirements

Knowledge, Skills and Abilities:

• Thorough understanding of suitability requirements.
• Knowledge of industry standards.
• Understanding of licensing processes.
• Insurance License, RICP, Series 65 all preferred and beneficial.
• Strong customer service and administrative skills.
• Ability to work independently or as part of a team.
• Ability to multi-task in a fast-paced office environment.
• Fluency and adaptability with technology.
• Superior organizational and time management skills.
• Excellent communication skills. 

Benefits

• Medical
• Dental
• Vision
• 401k
• Life Insurance
• PTO