Case Manager

Case Manager

***Please NO Calls***

Job Description: The basic functions of the Life & Annuity Case Manager is to lead the processing and underwriting of pending applications and to manage relationships with independent insurance brokers and advisors.

Principal Responsibilities:

  •  Act as primary contact for brokers and advisors for all case processing/underwriting inquiries
  • Manage all aspects of new and pending case processing, which can include inputting and pre-underwriting of new applications, ordering of medical records and/or exams, and providing status updates to our stakeholders
  • Communicate with various internal departments regarding case processing issues and discuss resolutions as necessary
  • Establish a deep understanding of all aspects of our business, customer requirements and service expectations

Experience: Ideally (but not required), 1-3 years previous experience working within in the insurance industry (Life, Health, or Annuity), preferably within the area of Case Management. We are looking for a hard working person who is committed to doing their job well every day, while adding to the overall capabilities and culture of the office.

Desired Skills:

  1. Exceptional customer-focus with an emphasis on relationship building
  2. Professional, ethical and committed to excellence in both oral and written communications
  3. Ability to collaborate and work effectively with others
  4. Tact, diplomacy and sensitivity regarding the handling of confidential information
  5. Excellent organizational skills, work prioritization and follow-through ability
  6. Strong attention to detail and results-orientation
  7. Strong ability to resolve issues utilizing sound judgment and reasoning skills
  8. Exceptional time management skills
  9. Manage a variety of responsibilities with constantly changing priorities
  10. Ability to work independently and take initiative
  11. Motivated to generate results
  12. Ability to employ creative and innovative thought processes
  13. Ability to be flexible and adaptable
  14. Ability to retain and recall detailed and complex regulatory information
  15. Proficiency in Microsoft Windows, Word, Excel and Outlook

Submitting Resumes

  • E-mail: admin@advisorhq.com
  • Subject: AHQ – [Insert Name of Job Title]
  • Submit All Files in PDF Format

***Please NO Calls***