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Job Ref: 13638
We're looking for an experienced insurance case manager to own and manage a caseload of in-process life insurance applications, from submission to the carrier through policy issuing. Work schedule requires flexibility and may require working evening/weekend shifts from time to time.
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
- 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 **
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