Life Insurance Case Manager

The Life Insurance Case Manager maintains primary ownership of insurance applications during the underwriting process and requires frequent communication / coordination between agents carriers and other parties as applicants are evaluated for Life Insurance. Case Managers are the primary point of contact for customers and must provide world class customer service by keeping customers up to date on the status of their application.

This team is a multifaceted team which coordinates with different third party vendors to obtain life insurance policies and for ongoing service to our customers.

• Bachelors or Associates degree or equivalent work experience preferred

• 2 to 3 years of customer service experience financial services industry

• Life and Health Licensed required within 90 days of hire

• Continued 50 states licensing education required

• Proven PC Time Management Analytical Skills

The Skills You Bring

• Ability to communicate accurately and professionally in both verbal and written communication with internal and external customers alike

• Ability to work without close supervision and to exercise independent judgment and problem solving in a professional manner

• Must be highly effective in multi-tasking managing and prioritizing your daily activities

• Proficiency with Microsoft Office product suite including Word Excel Outlook and the ability to navigate and utilize the Internet/Intranet

• Ability to react to change in a productive and positive manner with willingness to support your team and accomplish team goals.

The Value You Deliver

• Managing the underwriting requirements including Attending Physician Statements Exams Inspection Reports Motor Vehicle Reports supplemental forms and other medical requirements for the underwriting group to obtain in a timely manner.

• Acting as a liaison between FILI and vendors to resolve problems advocate for clients and expedite cases

• Presenting all results of underwriting decision to customer and provide customer options for purchase

• Processing underwriting approval and issue packages for customers

• Advancing the business by identifying and implementing continuous improvement initiatives.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.