Senior Life Case Manager, Specialist

This is a fully remote position, open to applicants in Alabama, +43 more locations.

📋 Description

• Provide ongoing permanent product business support to key business partners

• Independently manage cases by addressing issues and negotiating underwriting offers when necessary

• Negotiate underwriting proposals with product-partner underwriting teams

• Review and evaluate requirements as needed

• Oversee components of the new business process and identify cases that require special handling

• Manage daily workload with a focus on time management and quality standards

• Proactively follow up and communicate with advisors and distributors

• Ensure that cases advance from submission to placement efficiently and that policy issuance occurs within required timelines

• Utilize expertise in life insurance processes, terminology, and technology to support daily operations

• Propose innovative solutions and explore opportunities to enhance value

• Act as a single point of contact for customers

• Address complex or sensitive customer service inquiries, complaints, and issues

• Provide scheduled telephone coverage as business needs arise

• Train and mentor assigned employees

• Collaborate with case managers to resolve issues and recommend outcomes

• Offer feedback to the AVP regarding trending issues for resolution and coaching

• Perform additional duties as assigned

⛳️ Requirements

• Minimum of 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments

• Strong understanding of the life insurance process

• Ability to troubleshoot issues causing cycle time delays

• Proficient in Outlook, Word, and Excel

• Familiarity with Smart Office and Salesforce.com is a plus

• Critical thinking skills and the ability to identify and troubleshoot issues

• Excellent verbal and written communication abilities

• Strong interpersonal and relationship-building skills

• Discretion in handling confidential matters, including medical records

• Ability to work independently in a fast-paced, multifaceted environment

• Successful completion of a background screening

🏝️ Benefits

• PTO

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance

• Reasonable accommodations throughout the application and employment process