Insurance Case Manager
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More
- This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
- Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
- This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
- Review all incoming insurance applications to make sure they are properly/thoroughly completed
- Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
- Proactively take all necessary actions to move the application process forward with a sense of urgency
- Negotiate for preferential rates with various insurance carriers, if applicable
- Maintain and solidify relationships with the agents (clients) that submit business
- Additional duties as required
Successful Life Insurance Case Manger candidates will have: Required
- Strong organizational skills as well as strong attention to detail in order to produce accurate results
- Polished and professional communication skills: interpersonal, written, and oral
- Strong computer skills that include a knowledge of Office Suite and internet navigation
- Ability to work independently as well as within a team environment
- The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
- Understanding of insurance products in general
- Working knowledge of Agency Integrator System
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