Life Insurance Annuities Case Manager
Life Insurance Annuities Case Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Essential Functions/Key Responsibilities:
- Efficiently manage the submission of Life Insurance applications to life insurance companies.
- Reconcile outstanding pending case requirements and requests for additional information.
- Provide an overview to our clients of the fundamental steps in the Life Insurance process as required. Deliver quality customer service to our clients by researching and responding to all internal and external inquiries in an efficient and timely way.
- Manage the life cycle of each case to service standards working closely with clients to resolve any issues or potential obstacles. Communicate regularly with clients on case status.
- Act as the liaison between the client and the insurance carrier; advocate and negotiate as needed with the goal of obtaining an offer and policy on behalf of the client.
- Continually seek to identify process improvement opportunities.
- Bachelors degree orequivalent work experience.
- 35 years experienceworking in theLife Insuranceindustry in a multicarrier environmentmanaging the processing of new business cases includingcomplex or large cases.
- Life and Health license in resident state or ability to obtain within 120 days of hire. MaintainLife & Health license through completion ofcontinuing education course requirements.
- Experience using multiple system applications managing electronic and physical documents ensuring they are properly recorded in systems and stored appropriately.
- Knowledge of and adherence to HIPAA regulations. Compliance with Insurance Department regulations and internal E&O procedures.
Required Experience:
Senior IC
Employment Type
Full-Time
