Case Manager I

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Job Description

Position Responsibilities:

• Efficiently manage the submission of life insurance applications to insurance carriers.
• Reconcile outstanding pending case requirements and respond to requests for additional information.
• Deliver high-quality customer service by researching and responding to internal and external inquiries promptly and professionally.
• Utilize multiple system applications to manage both electronic and physical documents ensuring accurate recording and appropriate storage.
• Oversee the full life cycle of each case in alignment with service standards. Collaborate closely with clients to resolve issues and proactively address potential obstacles.
• Consistently communicate case status using established metrics.
• Ensure timely follow-up with carriers for receipt of compensation once a case is placed.
• Act as the primary liaison between clients and insurance carriers to obtain favorable underwriting outcomes and maximize case placement.
• Partner with carrier underwriters to escalate cases as needed for the best possible offer and policy for the client.
• Provide timely and effective customer service including answering client questions and resolving underwriting-related issues.
• Continuously seek opportunities to improve processes and enhance efficiency.
• Stay informed on industry developments
• Perform other related duties as assigned.

Knowledge Skills and Abilities

• High school diploma or equivalent required; Associate degree preferred.
• 13 years of experience supporting life insurance sales or processing.
• An Insurance License is required. Candidate must obtain State Insurance License within 120 days of employment.
• Demonstrated ability to communicate effectively and foster collaboration with clients as well as being a reliable team player among colleagues and staff.
• Strong interpersonal written and verbal communication skills with a professional and persuasive approach.
• Proven ability to take initiative manage multiple tasks follow up proactively and meet deadlines.
• Consistently display a pleasant and positive demeanor when interacting with clients representing the organization with professionalism.
• Knowledge of and adherence to HIPAA regulations.
• Commitment to maintaining confidentiality of Personal Health Information (PHI) and knowledge of and adherence to HIPAA regulations
• Proficient keyboarding skills using a PC with accuracy and speed sufficient to maintain workflow. Must demonstrate aptitude for quickly learning new systems.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race color religion creed sex (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity or expression age national origin ancestry disability genetic information marital status veteran or military status or any other protected characteristic under applicable federal state or local law. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .

Pay Transparency Statement

We are committed to pay transparency and equity in accordance with applicable federal state and local laws. Compensation for this role will be determined based on skills qualifications experience and market factors. Where required by law the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information such as benefits bonuses and commissions will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about discussing or disclosing their pay or the pay of another employee or applicant as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening which may include employment verification education verification criminal history check and other job-related inquiries as permitted by law. All screenings are conducted in accordance with applicable federal state and local laws and information collected will be kept confidential. If any adverse decision is made based on the results applicants will be notified and given an opportunity to respond.