National Financial Partners - Telecommuter, MN

posted 24 days ago

Full-time - Entry Level
Remote - Telecommuter, MN
Funds, Trusts, and Other Financial Vehicles

About the position

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.

Responsibilities

  • Assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed.
  • Ensure that all cases move efficiently through the process, accurately documenting all case activity.
  • Proactively communicate via phone calls and emails with the advisor, carrier, and others to complete needed requirements.
  • Review cases frequently and advocate for the advisor and insured with the carriers.
  • Own and manage an individual caseload of in-process life insurance applications, through underwriting approval and placement.
  • Act as a conduit for all issues associated with a case, coordinating with all internal departments.
  • Manage requests for case status from advisors and correspond with insurance carriers to resolve outstanding requirements.
  • Build mutually beneficial relationships with regional offices, carrier new business and underwriting teams, and internal team members.
  • Collaborate on cross-functional projects to increase efficiency and improve processes.
  • Develop a good understanding of life insurance carriers' processes and underwriting guidelines to be viewed as a new business expert by advisors.
  • Promote key new business initiatives to increase usage, adoption, and awareness of those platforms.
  • Meet and maintain daily production expectations as well as quality expectations for emails and phone calls.

Requirements

  • High school graduate with a minimum of 2 years in an office environment.
  • Demonstrated time management and organizational skills.
  • Ability and willingness to support team to accomplish team goals.
  • Capable of working independently as well as in a team environment.
  • Demonstrate a positive attitude, effective problem-solving skills, and passion for helping customers.
  • Basic knowledge of products, quotes, and illustrations.
  • Basic knowledge of carrier and DBS underwriting maladies.

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
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