Case Manager
Integrity Marketing Group • Roanoke, IN49d • Onsite
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Case Manager (Insurance/Finance)
Integrity Marketing Group•Roanoke, IN
•Onsite
About The Position
The New Business Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can-do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility.
Requirements
- Consistent attention to detail and a focused sense of urgency
- Superior verbal, written and presentation skills, including strong documentation expertise
- Strong organization and time management skills; including follow up and completion
- Demonstrated problem solving and analytical skills
- Self-starter who can work independently with little supervision while contributing as a team member
- Solid background within the insurance industry
Responsibilities
- Communicate application status to all interested parties
- Provide thorough knowledge of all systems to complete duties and serve as a resource to others
- Apply knowledge of pertinent laws, regulations and rules
- Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation required to process transactions
- Facilitate the ordering and retrieval of all necessary underwriting requirements
- Facilitate suitability approvals and agent signature requirements to maintain proper regulatory processes are followed consistently
- Maintain detailed, compliant and accurate files.
- Ensure that the electronic file is complete once a policy is issued
- Follow up and provide timely status reports
- Set policy up for issue, policy assembly and secure final delivery documents
- Other functions include Imaging/Faxing, Copying and Filing
- Consistently meet or exceed productivity and quality standards set forth by the department
Benefits
- competitive compensation package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Job Search Resources
Career Resources
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