Case Manager
About The Position
This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. This candidate will be integral to the overall management of our insurance policies, from pending case management and policy delivery to underwriting negotiations of Life insurance, disability insurance, Long-Term Care and Annuities. The position demands a high level of resourcefulness, effective communication, persuasion, and the ability to learn quickly and adapt to new situations. Case Managers excel in complex problem-solving and the development of interpersonal relations, driving results while adapting to various circumstances, ensuring the organization's goals are met efficiently and effectively. This position will report to the Case Manager Team Lead – Fully Underwritten Solutions and Vice President(s) of Case Management.
Requirements
- Bachelor’s degree or equivalent business experience required
- Life and Health licensed preferred (can be attained following hire)
- Strong growth and business development orientation
- Proficient in Microsoft Office – Word, PowerPoint, Excel
- Strong technical aptitude – ability to utilize and leverage technology and systems
- Proven ability to think strategically and act tactically
- Strong organization skills/ability to manage multiple demands and priorities
- Excellent problem solving/problem resolution
- Projects confidence and enthusiasm about the company
- Outgoing, excellent communication skills – both written and verbal
- Ability to work/partner with a close team
- Strong relationship management skills
- Results oriented
- 3-7 years of related industry experience
Nice To Haves
- Active Life and Health License preferred
Responsibilities
- Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
- Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication.
- Knowledge of carrier practices, policy contracts and provisions.
- Must be familiar with new business processes and various state requirements
- Oversee the delivery of policies to clients, ensuring accuracy and completeness
- Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
- Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
- Understand and document commissions on a per case basis in the company agency management system
- Develop employee communication and education tools and materials
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
