Case Manager

What you'll do:

• Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed
• Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions
• Aid agents in the underwriting process and be on the front lines of agent communication
• Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience
• Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with agents, underwriters, and the internal team

About you:

• Strong written and verbal communication skills
• Life insurance case management at a brokerge firm is required
• Track record of successes in a fast-paced, customer service environment
• Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
• Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome
• Ability to quickly learn and master our internal and carrier software programs
• Experience with an agency management system

Originally posted on Himalayas