Case Manager (Insurance/Finance)

Integrity•Fort Wayne, IN

1d•Onsite

About The Position

The New Business Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can-do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility.

Requirements

Consistent attention to detail and a focused sense of urgency
Superior verbal, written and presentation skills, including strong documentation expertise
Strong organization and time management skills; including follow up and completion
Demonstrated problem solving and analytical skills
Self-starter who can work independently with little supervision while contributing as a team member
Solid background within the insurance industry

Responsibilities

Communicate application status to all interested parties
Provide thorough knowledge of all systems to complete duties and serve as a resource to others
Apply knowledge of pertinent laws, regulations and rules
Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation required to process transactions
Facilitate the ordering and retrieval of all necessary underwriting requirements
Facilitate suitability approvals and agent signature requirements to maintain proper regulatory processes are followed consistently
Maintain detailed, compliant and accurate files. Ensure that the electronic file is complete once a policy is issued
Follow up and provide timely status reports
Set policy up for issue, policy assembly and secure final delivery documents
Other functions include Imaging/Faxing, Copying and Filing
Consistently meet or exceed productivity and quality standards set forth by the department