Case Manager

Job Description

Position Summary

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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.

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

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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.

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Essential Duties and Responsibilities

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

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• Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible.

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• Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements.

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• Detect and escalate cases that need additional attention or intervention.

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• Learn to navigate multiple carrier portals.

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• Document work activities and communication in our agency management system.

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• Have a sense of urgency without losing attention to detail.

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• Provide telephone coverage for incoming calls.

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• Schedule periodic calls/virtual meetings with high-volume producers and field office trainers.

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• Generate status reports for management, producers, and others as needed.

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• Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager.

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• Other projects as assigned by management.

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Minimum Qualifications (Knowledge, Skills, and Abilities)

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• Bachelor’s degree

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• Minimum 5 years of work experience as a Case Manager or similar life insurance experience

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• Prefer experience within a multi-carrier environment

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• Culturally sensitive

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• Strong discernment skills and ability to “triage” problems

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• Has a sense of urgency without losing attention to detail

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• Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)

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• Proficient in Outlook, MS Word, Excel, and Power Point

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• Strong written and verbal communication skills

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