Relationship Case Manager, Life

Requirements

• Efficiently manage the submission of life insurance applications to the appropriate carrier.
• Monitor case progress, track down requirements and provide ongoing status updates.
• Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions.
• Advocate and negotiate with insurance carrier on formal offers, as needed.
• Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities.
• Continuously look for ways to expedite and improve our processes and service.
• Communicate via email and phone to advisors in conjunction with supporting their various cases and service needs.
• Maintain positive relationships with your agents and underwriters to ensure a positive experience.
• Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
• Have a sense of urgency without losing attention to detail, and the ability to multi-task.

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability