Life Insurance Case Manager
Life Insurance Case Manager
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Job Description
Life Insurance Case Manager
New York Long Term Care Brokers
Clifton Park NY
About New York Long Term Care Brokers
Advisors Insurance Brokers (a New York Long Term Care Brokers LLC and Integrity Marketing Group company) is a Brokerage General Agency (BGA) in the Life LongTerm Care Income Protection Insurance and Annuity (among other lines) space. The Agencys guiding goal is to provide high quality timely accurate sales driven support to our affiliated producers.
Job Summary
The Life Insurance Case Manager will provide proactive service in ushering pending Life Insurance applications through the new business and issuance process after their submission to AIB .
Primary Responsibilities:
Receive and review new insurance applications for missing information i.e. forms signatures policy criteria etc prior to submission to the insurance carrier
Conduct regular followups via phone & email (from carrier reports) for status of all outstanding requirements.
Organize and prioritize workload to ensure timely case processing and communication
Maintain internal logs on processing activities and communications
Follow up with affiliated insurance agents for their responses to needed information forms etc.
Communicate other than applied for decisions to insurance agents and internal medical underwriters.
Primary Skills & Requirements:
Strong verbal and written communication skills
Excellent customer service attitude and demeanor
Ability to manage time independently
Ability to work in selfdirected fashion
Proficiency with MS office products and strong keyboard skills
Customer service experience or 1 to 2 years of life insurance sales experience can be considered. Life Insurance Case Management experience is especially attractive.
Strong attention to detail and accuracy
Familiarity with agent contract/licensing especially with NIPR SureLC software highly desired
Strong knowledge of the general agent and broker commission process also desired
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Manager
Employment Type
Full-Time
