Case Manager

Responsibilities:

Hybrid Position – 3 days a week in the office with Monday and Friday at home.

1. Serving as an advocate to facilitate offers and placement of life insurance policies, with focus on high-net-worth clients and large premium cases
2. Managing a case load of 40 to 80 life insurance cases at one time.
3. Reviewing new life insurance applications for completeness and corresponding insurance company guidelines and entering cases into administrative system.
4. Communicate proactively with agents, service providers, home offices and internal marketing managers.
5. Ordering necessary underwriting requirements – paramedical exams, attending physician statements, inspections

Requirements:

1. Positive Attitude
2. Dependable
3. Excellent time management skills
4. Excellent customer service skills
5. Must have sense of urgency 
6. Ability to build strong working relationships
7. Excellent oral and written communication skills
8. Organizational skills 
9. Strong work ethic
10. Able to work in a fast-paced environment and manage multiple priorities

Qualifications:

Minimum of 2 years in brokerage or life insurance company

Proficient in Microsoft office suite 

Knowledge of general underwriting guidelines and life insurance concepts

Willing to train the right person