Associate Case Manager, Case Manager

This is a fully remote position, open to applicants in New York, +1 more state.

📋 Description

• Gather and validate information essential for underwriting new business cases.

• Deliver customer service and assistance to agents and underwriters via phone and email.

• Address inquiries, acquire underwriting requirements, follow up on outstanding offers, compile documents, and liaise with reinsurers.

• Update claims and/or underwriting workflow systems while ensuring the accuracy of input data.

• Keep records of customer interactions and transactions.

• Assess forms and policy documents for completeness, approval, and release.

• Organize and process exam-only and informal inquiry files.

• Secure authorizations, research physicians, affiliates, and addresses, request reports, receive APS and physician responses, and coordinate reimbursements.

• Prepare and manage reinstatement, exchange, full-term conversion, and reissue paperwork.

• Issue annuity contracts and life policies; prepare amendments and collect initial premiums.

• Handle incoming mail, faxes, medical releases, inactive cases, and policies not taken.

• Stay informed about underwriting programs, replacement procedures, claims, new business, company policies, and state regulations.

• For the Case Manager role: establish and maintain vendor relationships, reconcile vendor invoices, process complex term conversions, assist with initial claims forms and reports, mentor colleagues, and provide feedback to management.

• Contribute to business growth and process policies.

⛳️ Requirements

• 1-2 years of relevant experience is required.

• Customer Service experience is mandatory.

• Basic proficiency in Microsoft Word and Excel is necessary.

• For the Case Manager position, experience in a life insurance or closely related environment is required.

• Exceptional written and verbal communication skills are essential.

• Strong data entry skills are required.

• Capability to learn and adhere to applicable regulations and company policies is needed.

• Ability to perform tasks accurately and thoroughly is crucial.

• Attention to detail is required.

• Skill in prioritizing and organizing a demanding workload is necessary.

• A proactive “can-do” attitude is essential, demonstrating initiative, enthusiasm, flexibility, and reliability.

• A High School Diploma or equivalent is required for the Associate Case Manager role.

• An Associate degree in business or a related field is necessary for the Case Manager position.

• Visa sponsorship is not available.

• Relocation assistance is not provided.

• Candidates must be located in the Greater Houston or Greater Binghamton area.

• Intermediate knowledge of Microsoft Word and Excel is preferred.

• Experience in the life insurance industry is preferred.

• Industry-recognized certifications are preferred.

🏝️ Benefits

• Potential flexibility through a telecommuting arrangement.

• Competitive salary and benefits package.

• Support for community and charitable initiatives through company donations and service.