Case Manager, LTC & DI

Fort Wayne, IN - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Case Manager LTC & DI

Ash Brokerage

Fort Wayne IN

About Ash Brokerage

For more than 50 years Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family we help people protect their health and wealth for the good days ahead and make the most of what life brings.

On the Disability/Long Term Care team were strong advocates of paycheck protection and ensuring people dont have to worry about long term care needs later in life.

Primary Responsibilities:

Case managers serve as a liaison between our financial professionals and insurance carriers doing everything you can to make everyones experience as easy as possible. Youll be part underwriter part teammate for the financial professionals we serve helping them with everything from price quotes to closing. To be successful you will:

Monitor case progress track down requirements and provide proactive case status updates
Review application information including medical history to identify any issues that could present a problem if necessary youll research and present alternative solutions
Identify issues which may impede issuance of the policy; based on assessment and on knowledge of practices of individual carriers contacts marketing and/or Ash Long Term Care underwriter to confirm validity of issues
Respond to quote requests by gathering and assessing client information then making a product recommendation; if necessary you can seek input or refer requests to a marketing specialist
Educate yourself on the latest product offerings and industry developments and in turn educate advisors on those subjects to help create new business opportunities
Continuously look for ways to expedite and improve our processes and services
Maintain positive relationships with your agents and underwriters
Enjoy speaking voice to voice to deliver status

Primary Skills & Requirements:

Superior negotiation skills to influence successful outcomes
Track record of success in fast-paced customer service environment
Strong phone and computer skills specifically Microsoft Excel and Word with the ability to quickly learn use of our internal and carrier software
Business experience with a focus in finance insurance or medical terminology preferred OR
Bachelors degree with major in business or related field plus two to three years of related experience and/or training OR
Equivalent combination of education and experience

Benefits Available

Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability

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 family-like 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 hyper-growth 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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

Manager

Case Manager LTC & DIAsh BrokerageFort Wayne INAbout Ash BrokerageFor more than 50 years Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971...