Relationship Case Manager, Life

Integrity Marketing Group•Fort Wayne, IN

1d•Onsite

About The Position

Case Managers are advocates for advisors and their clients. They are a liaison between financial professionals and insurance carriers. To be successful, you will: Efficiently manage the submission of insurance applications to the appropriate carrier. Monitor case progress, track down requirements and provide ongoing status updates. Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions. Advocate and negotiate with insurance carrier on formal offers, as needed. Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities. Continuously look for ways to expedite and improve our processes and service. Communicate via email and phone to advisors in conjunction with supporting their various cases and service needs. Maintain positive relationships with your agents and underwriters to ensure a positive experience. Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents. Have a sense of urgency without losing attention to detail, and the ability to multi-task.

Requirements

Strong communication and customer service skills
Willingness to take initiative, exhibit creative thinking and take ownership of a situation
Negotiation skills to influence successful outcomes
Comfortable and confident in a fast-paced customer service environment
Strong phone and computer skills - specifically Microsoft Excel and Word - with the ability to quickly learn our internal and carrier software
Bachelor’s degree OR Associate degree with 1-2 years relevant experience OR Minimum of three years of business experience with a focus in finance, insurance, or medical terminology

Nice To Haves

Positive attitude, team spirit

Responsibilities

Efficiently manage the submission of insurance applications to the appropriate carrier.
Monitor case progress, track down requirements and provide ongoing status updates.
Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions.
Advocate and negotiate with insurance carrier on formal offers, as needed.
Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities.
Continuously look for ways to expedite and improve our processes and service.
Communicate via email and phone to advisors in conjunction with supporting their various cases and service needs.
Maintain positive relationships with your agents and underwriters to ensure a positive experience.
Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
Have a sense of urgency without losing attention to detail, and the ability to multi-task.