Position Summary
This role supports Producers throughout the underwriting and requirement gathering process until a decision is made by the carrier. Case Managers must possess a strong knowledge of the life insurance industry, application process and be skilled at troubleshooting problems that typically cause delays.
This is a hybrid role, 3 days on site 2 from home.
Case Managers will frequently interact with our internal teams, carrier staff, and a vast network of independent producers throughout the country. As a result, this role requires a sincere desire to cultivate and maintain strong relationships.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible.
- Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements.
- Detect and escalate cases that need additional attention or intervention.
- Learn to navigate multiple carrier portals.
- Document work activities and communication in our agency management system.
- Have a sense of urgency without losing attention to detail.
- Provide telephone coverage for incoming calls.
- Schedule periodic calls/virtual meetings with high-volume producers and field office trainers.
- Generate status reports for management, producers, and others as needed.
- Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager.
- Other projects as assigned by management.
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Bachelor’s degree
- Minimum 5 years of work experience as a Case Manager or similar life insurance experience
- Prefer experience within a multi-carrier environment
- Culturally sensitive
- Strong discernment skills and ability to “triage” problems
- Has a sense of urgency without losing attention to detail
- Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)
- Proficient in Outlook, MS Word, Excel, and Power Point
- Strong written and verbal communication skills