Job Description:
• Obtain and verify information needed to underwrite new business cases
• Provide customer service and support to agents and underwriters by telephone and email
• Obtain underwriting requirements and follow up on pending offers
• Compile documents and communicate with reinsurers
• Update claims and underwriting workflow systems and verify data accuracy
• Maintain records of customer interactions and transactions
• Review forms and follow up for missing information
• Review and approve final policy documents
• Set up and process exam-only and informal inquiry files
• Research physicians, affiliates, and addresses; obtain authorizations and order reports
• Process reinstatements, exchanges, term conversions, reissue policies, incoming mail, faxes, and medical releases
• Issue annuity contracts and life policies and process amendments and initial premiums
• Keep current with underwriting, replacement, claims, and new-business requirements
• Build and maintain vendor relationships and process vendor bills
• Assist with initial claims forms and reports
• Mentor coworkers and provide feedback to the manager as a Case Manager
Requirements:
• 1-2 years of related experience required
• Customer Service experience required
• Basic knowledge of Microsoft Word and Excel required
• Excellent written and verbal communication skills
• Excellent data entry skills
• Ability to learn and follow applicable regulations and company procedures
• Ability to perform work accurately and thoroughly
• Ability to pay close attention to detail
• Ability to prioritize and organize a heavy workload
• Experience in a life insurance or closely related setting required for Case Manager
• High School Diploma or equivalent required for Associate Case Manager
• Associate degree in business or related field required for Case Manager
• Visa sponsorship is not available
• Relocation assistance is not available
Benefits:
• Telecommuting flexibility may be available
• Competitive salary and benefits
• Community and charitable initiatives supported by the company
• Relocation assistance is not available