Life Insurance Case Manager

Essential Responsibilities and Tasks

• This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
• Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
• This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
• Review all incoming insurance applications to make sure they are properly/thoroughly completed
• Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
• Proactively take all necessary actions to move the application process forward with a sense of urgency
• Negotiate for preferential rates with various insurance carriers, if applicable
• Maintain and solidify relationships with the agents (clients) that submit business

Requirements

• Strong organizational skills as well as strong attention to detail in order to produce accurate results
• Polished and professional communication skills: interpersonal, written, and oral
• Strong computer skills that include a knowledge of Office Suite and internet navigation
• Ability to work independently as well as within a team environment
• The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships
• Understanding of insurance products in general
• Working knowledge of Agency Integrator System

Benefits

• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits