Associate Case Manager or Case Manager - 1151

Security Mutual Life Insurance•Binghamton, NY

18d•$19 - $21•Hybrid

About The Position

This position serves as either an Associate Case Manager or a Case Manager, with the specific level determined by relevant skills, experience, and qualifications. The role involves obtaining and verifying information necessary to underwrite new business cases, providing exceptional customer service to agents and underwriters, and processing policies. A Case Manager will also handle complex service requests, serve as a point of contact for vendor relationships, and provide staff training. The position may offer telecommuting flexibility for residents of the Greater Houston or Greater Binghamton areas.

Requirements

1-2 years of related experience required.
Experience in Customer Service required.
Basic knowledge of Microsoft Word and Excel required.
Excellent written and verbal communication skills.
Excellent data entry skills.
Ability to learn and follow applicable regulations and company procedures.
Ability to perform work accurately and thoroughly.
Ability to pay close attention to detail.
Ability to prioritize and organize a heavy workload.
Must demonstrate a “can-do” attitude by taking initiative, being enthusiastic, flexible and dependable.
Experience in a life insurance or closely related setting required (Case Manager specific).

Nice To Haves

Intermediate knowledge of Microsoft Word and Excel preferred.
Life insurance experience preferred.
Industry recognized certifications preferred.
Associate’s degree in business is preferred (Associate Case Manager).

Responsibilities

Provide support and confer with agents by telephone and email, responding to questions, obtaining underwriting requirements, and following up on pending offers.
Compile appropriate documents and communicate with reinsurers.
Update claims and/or underwriting workflow systems with the status of policy requirements, verifying accuracy and completeness of input data.
Keep records of customer interactions and transactions, detailing inquiries, comments, and actions taken.
Review initial forms for completeness and follow up for missing information.
Review and approve final policy documents for release.
Set up and process exam-only and informal inquiry files.
Obtain proper authorizations, research physicians, affiliates, and addresses, and verify necessary forms have been received before ordering reports.
Order necessary reports, receive APS, replies from MDs, and reimburse the appropriate party for records, providing follow-up as needed.
Prepare and process reinstatement and exchange paperwork for Underwriters.
Process full-term conversions as assigned.
Issue annuity contracts and life policies, reviewing submitted paperwork, verifying guidelines, and obtaining necessary approvals for issuance.
Prepare policy/contract amendments and pay initial premiums to place policies in force.
Review and process requests for reissue policies.
Process incoming mail, faxes, and medical releases.
Retire inactive cases and process policies not taken.
Stay up-to-date with qualifications and requirements of assigned areas, including underwriting programs, replacement procedures, claims, and new business, to comply with Company and state rules and regulations.
Build and maintain vendor relationships (Case Manager specific).
Prepare, reconcile, and process vendor bills (Case Manager specific).
Process complex term conversions, including partial term conversions, those requiring underwriting, custom term rider/primary insured rider term conversions, and convert-and-combine term conversions (Case Manager specific).
Assist with obtaining initial claims forms and order necessary reports (Case Manager specific).
Act as a mentor for other co-workers and provide feedback to management (Case Manager specific).