National Financial Partners - Telecommuter, GA
posted 25 days ago
The Case Manager's purpose is to assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed. The Case Manager ensures that all cases move as efficiently through the process as possible, accurately and completely documenting all case activity during the application or conversion process. They proactively communicate via phone calls and emails with the advisor, carrier, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers.