Life Insurance Case Manager

Hub International Insurance•Providence, RI

3d•Onsite

About The Position

Specialty Program Group – Life & Annuity (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). SPG Life & Annuity (Formerly BSMG, AgencyOne, BUA) was founded in 1972 and is a nationally recognized insurance brokerage firm and a leader in the life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing. Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to locate highly qualified prospects and turn them lifelong clients. We are a team of people striving to create memorable experiences, every day. We believe that acting as a fiduciary to the policy holder, providing service excellence and being passionate about what we do every day (even having fun) are all keys to our differentiated business model. We are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. We have strong relationships based on mutual respect with the Nation’s leading insurance carriers and have developed a stellar industry reputation over the past 4+ decades with all of our carrier partners as well as those with whom we do business. We are a dynamic, exciting place to work – being recognized as one of the Best Places to Work in RI in 2019, 2020, 2021, and 2022 as well as receiving a Worksite Health Award (superior rating). A case manager at SPG Life & annuity drives exceptional customer experience. They maintain primary ownership of insurance applications during the underwriting process and work in conjunction with our sales team, the insurance carriers, and others to provide our customers (the insurance agents and financial advisors) with a best-in-class experience while guiding them through the underwriting process. Case Managers are the primary point of contact while a case is in underwriting and provide ongoing status, problem resolution, and support to ultimately close a case. Ability to react to change in a productive and positive manner with willingness to support your team and accomplish team goals are key components of this position. Our life insurance product offering is a critical piece of our customer’s business model and you play a direct part in its success. You will be part of a team that will continually innovate in finding new ways to provide our customers with the best new business experience.

Requirements

Over 7 years’ experience as a brokerage Life Insurance Case Manager
Multiple carrier insurance product experience
Team player and works with minimal oversight
Strong problem-solving skills
Prioritizes work in a sales environment
Communicates accurately and professionally in both verbal and written communication with internal and external customers alike
Strong organizational skills
Ability to stay informed in a rapidly changing environment
Excellent relationship-building skills
Excellent negotiating skills
High school or equivalent education

Responsibilities

Maintain primary ownership of insurance applications during the underwriting process.
Work in conjunction with our sales team, the insurance carriers, and others to provide our customers (the insurance agents and financial advisors) with a best-in-class experience while guiding them through the underwriting process.
Serve as the primary point of contact while a case is in underwriting.
Provide ongoing status updates, problem resolution, and support to ultimately close a case.
React to change in a productive and positive manner with willingness to support your team and accomplish team goals.
Innovate in finding new ways to provide our customers with the best new business experience.
Negotiate underwriting offers on cases less than 10K.
Define and lead small initiatives to drive growth and efficiency within the organization.
Provide training and mentoring to more junior team members.
Resolve escalated case issues.