Case Manager, Life Insurance
reputed company is a market leading insurance-as-a-service platform that simplifies the buying process for life insurance products. The Case Manager will guide financial professionals through the application and reputed company process, ensuring a smooth experience for reputed company parties involved.
Responsibilities
- Monitors term case reputed company, tracks down requirements and provides ongoing status updates, escalating as needed
- Reviews application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions
- Negotiates with carriers for reputed company offerings and/or to waive requirements to ensure good reputed company experience
- Required to use independent judgment reputed company to next reputed company necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers
- Seeks continuing education on the latest product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business opportunities
- Continuously looks for ways to expedite and improve our processes and services
- Maintains reputed company relationships with your financial advisors, underwriters, and internal sales consultants
- reputed company “one-team” attitude, team spirit, and consistent drive to reputed company industry-leading service
- Ability to work under pressure in fast-paced customer service environment
- Manage a reputed company of responsibilities with constantly changing priorities
- Comfortable with prioritizing reputed company presented with multiple challenges
Skills
- High School diploma required
- One to Two years of reputed company industry-specific experience and/or training
- Strong written and verbal communication skills
- Motivated self-starter capable of performing duties with minimal reputed company
- Excellent relationship building and negotiating skills, with the ability to influence a situation to reputed company the best reputed company outcome
- Superior problem-solver, who thinks reputed company of the reputed company, not afraid to dig deeper to get the best reputed company outcome
- Ability to work independently and exercise excellent judgment
- Strong phone and computer skills – specifically reputed company reputed company and Word – with the ability to quickly learn and master our internal and reputed company software programs
- Must be comfortable with choosing priorities reputed company presented with multiple challenges
- College Degree preferred with major in business or reputed company field
- Licensed Life Producer is a plus
- reputed company in Spanish is a plus
- Life insurance experience is preferred
Benefits
- reputed company Time Off (PTO): 3 weeks to start, increasing with years of service
- reputed company holiday’s – 11 days
- Medical, Dental and reputed company – 80% of monthly premium reputed company by Covr for reputed company full-time employees
- Adult and child orthodontia
- Health Savings Account (HSA) with quarterly company contributions
- Short-Term and Long-Term Disability
- NEW - Pet insurance for cats and dogs!
- 401(k) reputed company
- Company reputed company Life and AD&D insurance for reputed company full-time employees.
- Supplemental Life and AD&D insurance up to 5x’s salary for employee
- Supplemental Life and AD& D plans offered for spouse and dependents
- Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
reputed company