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Sr. Life Case Manager

Sr. Life Case Manager

CompanyAmeriLife
LocationNew Mexico, USA, Las Vegas, NV, USA, Washington, USA, Kansas, USA, Pennsylvania, USA, Oregon, USA, Delaware, USA, Remote in India, Iowa, USA, Washington, DC, USA, Vermont, USA, Texas, USA, Montana, USA, Jackson Township, NJ, USA, Florida, USA, Waterbury, CT, USA, South Carolina, USA, South Dakota, USA, Georgia, USA, Arizona, USA, Concord, NH, USA, Mississippi, USA, Tennessee, USA, Virginia, USA, Arkansas, USA, Minnesota, USA, Colorado, USA, Rhode Island, USA, Utah, USA, Northeastern United States, USA, Kentucky, USA, West Virginia, USA, New York, NY, USA, Maryland, USA, Hawaii, USA, Wisconsin, USA, Maine, USA, Massachusetts, USA, North Carolina, USA, Oklahoma, USA, Remote in Canada, Missouri, USA, Ohio, USA, Louisiana, USA, Michigan, USA, Illinois, USA, Alabama, USA, Idaho, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments
  • Working knowledge of desktop applications such as Outlook, Word and Excel. Knowledge of Smart Office and Salesforce.com a plus.
  • Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.
  • Excellent verbal and written communication skills; clear and effective.
  • Excellent interpersonal and relationship building skills to interact with internal and external clients.
  • Discretion while handling confidential matters (e.g., medical records).
  • Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables.
  • Comfortable in a team environment and supportive of corporate change.

Responsibilities

  • Negotiate underwriting offers with the underwriting teams of our Product Partners as appropriate to provide best opportunity for placement. Review and assess requirements, as needed.
  • Manage the necessary components for the new business process, identifying cases that need special handling. Manage daily workload with emphasis on time management and quality standards.
  • Proactively follow up and provide communication to support advisor/distributor satisfaction; Ensure cases progress from submission to placement in a timely/efficient manner with superior service. Ensure policy issuance within required timeline.
  • Use expertise in Life insurance process, terminology, technology to support and enhance daily operations. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value.
  • Ensure delivery requirements and payments for issued contracts are received in a timely manner.
  • Serve as a single point of contact to customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries.
  • Provide continuous scheduled telephone coverage as business needs dictate.
  • May be responsible for employee training and mentoring.
  • Perform other duties as assigned.

Preferred Qualifications

    No preferred qualifications provided.