Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication.
Knowledge of carrier practices, policy contracts and provisions.
Must be familiar with new business processes and various state requirements
Oversee the delivery of policies to clients, ensuring accuracy and completeness
Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
Understand and document commissions on a per case basis in the company agency management system
Develop employee communication and education tools and materials

Bachelor’s degree or equivalent business experience required
Life and Health licensed preferred (can be attained following hire)
Strong growth and business development orientation
Proficient in Microsoft Office – Word, PowerPoint, Excel
Strong technical aptitude – ability to utilize and leverage technology and systems
Proven ability to think strategically and act tactically
Strong organization skills/ability to manage multiple demands and priorities
Excellent problem solving/problem resolution
Projects confidence and enthusiasm about the company
Outgoing, excellent communication skills – both written and verbal
Ability to work/partner with a close team
Strong relationship management skills
Results oriented

Case Manager

Key skills