Case Manager

Case Manager

The James Allen Companies Inc
Published
July 11, 2019
Location
Brooklyn NY 11238, CT
Category
Job Type

Description

Life insurance case manager

Job Summary

Own and manage caseload of in-process life insurance applications, from submission to carrier through policy issuing.

Duties & Responsibilities

  • Review new life insurance applications for missing information prior to submission to the insurance carrier
  • Order and review underwriting requirements
  • Coordinate and hastily follow up with customers, carriers and vendors to make sure all outstanding case requirements are met
  • Master all carrier workflows, application and underwriting processes, and software systems necessary to carry out your responsibilities
  • Collaborate and support sales, customer service and customer success efforts to ensure a superior and seamless customer experience

Requirements

  • A bachelor’s degree
  • 3+ year experience working in the insurance industry (Life, Health, or Annuity) within the area of Case/Account Management ** Knowledge of the life insurance process is a must **
  • Highly organized person with superb attention to details
  • Capacity to prioritize workload and work in fast-paced environment
  • High sense of urgency and problem-solving state of mind
  • Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers
  • A teamwork mindset – take ownership of your work AND your team's success, and take initiative
  • Honesty and integrity

Apply
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