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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:
- Exceptional customer-focus with an emphasis on relationship building
- Professional, ethical and committed to excellence in both oral and written communications
- Ability to collaborate and work effectively with others
- Tact, diplomacy and sensitivity regarding the handling of confidential information
- Excellent organizational skills, work prioritization and follow-through ability
- Strong attention to detail and results-orientation
- Strong ability to resolve issues utilizing sound judgment and reasoning skills
- Exceptional time management skills
- Manage a variety of responsibilities with constantly changing priorities
- Ability to work independently and take initiative
- Motivated to generate results
- Ability to employ creative and innovative thought processes
- Ability to be flexible and adaptable
- Ability to retain and recall detailed and complex regulatory information
- 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***