DUTIES AND RESPONSIBILITIES

Insurance carrier communications for all pending business. Opening/closing cases and shopping most suitable options. Answering questions from advisors and their staff as well as aiding with requests and requirements to move business forward. Adhere to standards of execution for case management. Escalate requests and requirements when front line case management cannot progress. Monitor carrier speed of service and identify common bottlenecks. Report on KPIs for pending business to management. Export closed business for in-force reporting. Vet/correct agent code issues. Order and process medical underwriting information/requirements if needed This role may also expand over time to support new and in-force business.

CORE COMPETENCIES

Any past experience in life insurance case management is advantageous but not required.

Customer Service:

Excellent customer service skills to work effectively with financial professionals and their teams. Attention to

Detail:

Maintain a high level of attention to detail in all activities.

Organization:

Highly organized and able to manage various tasks.

Time Management:

Ability to prioritize and multitask efficiently in a fast-paced environment.

Communication Skills:

Strong oral and written communication skills for any and all trouble shooting, reporting, and interactions.

Pay:

$50,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Health savings account Paid time off Vision insurance

Work Location:

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