Sr. Life Case Manager

Posted 12 days agoViewed

View full description

💎 Seniority level: Manager, Minimum 5 years

📍 Location: United States

🔍 Industry: Life Insurance

🏢 Company: external

⏳ Experience: Minimum 5 years

🪄 Skills: SQLSalesforceCommunication SkillsAnalytical SkillsMicrosoft ExcelProblem SolvingCustomer serviceNegotiationTime ManagementWritten communicationInterpersonal skillsExcellent communication skillsRelationship buildingMS OfficeAccount ManagementTeamworkVerbal communicationReportingTrainingActive listeningCustomer support

Requirements:

Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments
Working knowledge of desktop applications such as Outlook, Word and Excel.
Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.
Excellent verbal and written communication skills; clear and effective.
Excellent interpersonal and relationship building skills to interact with internal and external clients.
Discretion while handling confidential matters (e.g., medical records).

Responsibilities:

Negotiate underwriting offers with the underwriting teams of our Product Partners as appropriate to provide best opportunity for placement.
Manage the necessary components for the new business process, identifying cases that need special handling.
Proactively follow up and provide communication to support advisor/distributor satisfaction; Ensure cases progress from submission to placement in a timely/efficient manner with superior service.
Use expertise in Life insurance process, terminology, technology to support and enhance daily operations.
Ensure delivery requirements and payments for issued contracts are received in a timely manner.
Serve as a single point of contact to customers.
Provide continuous scheduled telephone coverage as business needs dictate.
May be responsible for employee training and mentoring.
Perform other duties as assigned

Apply