Life Case Manager

About the role

Life Case Managers are advocates for advisors and their clients. They are a liaison between financial professionals and insurance carriers.

Responsibilities

• Efficiently manage the submission of life 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.

Qualifications

• Positive attitude, team spirit
• 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

Education & experience

• 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