Case Manager

This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team.

Requirements

• Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Knowledge of carrier practices, policy contracts and provisions
• Must be familiar with new business processes and various state requirements
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
• Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
• Understand and document commissions on a per case basis in the company agency management system
• Develop employee communication and education tools and materials