Case Manager

Position Summary

This role supports Producers throughout the underwriting and requirement gathering process until a decision is made by the carrier. Case Managers must possess a strong knowledge of the life insurance industry, application process and be skilled at troubleshooting problems that typically cause delays.

This is a hybrid role, 3 days on site 2 from home.

Case Managers will frequently interact with our internal teams, carrier staff, and a vast network of independent producers throughout the country. As a result, this role requires a sincere desire to cultivate and maintain strong relationships.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible.
• Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements.
• Detect and escalate cases that need additional attention or intervention.
• Learn to navigate multiple carrier portals.
• Document work activities and communication in our agency management system.
• Have a sense of urgency without losing attention to detail.
• Provide telephone coverage for incoming calls.
• Schedule periodic calls/virtual meetings with high-volume producers and field office trainers.
• Generate status reports for management, producers, and others as needed.
• Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager.
• Other projects as assigned by management.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor’s degree
• Minimum 5 years of work experience as a Case Manager or similar life insurance experience
• Prefer experience within a multi-carrier environment
• Culturally sensitive
• Strong discernment skills and ability to “triage” problems
• Has a sense of urgency without losing attention to detail
• Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)
• Proficient in Outlook, MS Word, Excel, and Power Point
• Strong written and verbal communication skills