Case Specialist

Assurity•Lincoln, NE

5d•Hybrid

About The Position

Assurity is seeking an enthusiastic, driven, and collaborative Case Specialist to help advance its mission of helping people through difficult times. The role primarily issues approved policies and coordinates application activity across all products. It reviews files for accuracy, confirms eligibility and replacement processing, codes MIBs, and coordinates with underwriters, contact center personnel, brokers, other departments, and companies. It also manages pending applications and requirements, communicates with brokers, supports underwriters, follows up with vendors and other insurers, and maintains assigned documents and queues. The position is hybrid in Lincoln, Nebraska, with three days onsite and the option of two remote workdays each week. It requires 40 hours per week within flex-time guidelines, with overtime as needed or required.

Requirements

Three to five years of experience in underwriting or related experience.
High accuracy and attention to detail, with the ability to execute tasks accurately.
Ability to adapt successfully to changing situations and procedures.
Ability to work independently.
Excellent verbal and written communication skills.
Strong time-management skills and ability to manage multiple priorities while meeting or beating deadlines.
Ability to interact and communicate effectively and professionally with distribution systems, vendors, clients, and coworkers.
In-depth product knowledge.
Consistent and reliable attendance.
Associate degree in business or a related field, related work experience, or equivalent.
Ability to work 40 hours within flex-time guidelines, with overtime as needed and/or required.

Nice To Haves

Willingness to obtain an industry designation such as ACS, PCS, or FLMI.

Responsibilities

Review approved-policy files for accuracy and make required changes.
Verify that applicants are eligible for the benefits applied for.
Verify that applications marked as replacements have been processed correctly.
Code MIBs and comply with company and state regulations.
Coordinate the policy-issuance process with underwriters, contact center personnel, brokers, other departments, and other companies.
Prepare and reissue policies and prepare duplicate policy requests.
Manage pending and COD cases, contact brokers about pending requirements, and activate cases when requirements are received.
Correspond with brokers by phone, email, and written correspondence to provide information needed to complete applications and respond to requests for additional information.
Support assigned underwriters as needed, including sending decline letters, labs, and exams, and closing cases.
Provide information regarding adverse actions to clients and departments.
Remain current on company and state regulatory compliance.
Follow up with vendors regarding outstanding requirements, labs, and exams; follow up with other insurance companies on 1035 exchanges and transfers; and run illustrations.
Notify reinsurers about policies with reinsurance.
Monitor and maintain assigned documents and assigned underwriter and specialist queues.