Senior Life Case Manager, Specialist

This is a fully remote position, open to applicants in Alabama, +44 more locations.

📋 Description

• Offer comprehensive permanent product business support and expertise to vital business partners.

• Effectively manage cases by addressing issues and negotiating underwriting offers when appropriate.

• Evaluate and analyze requirements to identify cases that require special handling.

• Oversee daily workload, emphasizing time management and quality standards.

• Proactively communicate and follow up with advisors and distributors.

• Ensure that cases progress smoothly from submission to placement, guaranteeing timely policy issuance.

• Leverage life insurance processes, terminology, and technological expertise to enhance daily operations.

• Propose innovative solutions and recognize opportunities to add value.

• Act as a single point of contact for customers.

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

• Provide ongoing scheduled telephone coverage as business needs require.

• Train and mentor team members as necessary.

• Collaborate with case managers to troubleshoot and recommend optimal outcomes.

• Offer feedback to the AVP regarding trending issues that need resolution and coaching.

• Carry out other assigned duties.

⛳️ Requirements

• At least 5 years of experience with a solid understanding of the life insurance process for permanent products, including key impairments.

• Extensive knowledge of the life insurance process and capability to troubleshoot issues that cause cycle time delays.

• Proficient in Outlook, Word, and Excel.

• Familiarity with Smart Office and Salesforce.com is an advantage.

• Strong critical thinking skills with the ability to identify and resolve problems.

• Exceptional verbal and written communication abilities.

• Outstanding interpersonal and relationship-building skills.

• Discretion in handling confidential matters, such as medical records.

• Capability to work independently in a fast-paced, multi-faceted environment while focusing on key deliverables.

• Ability to collaborate effectively within a team setting.

• Background screening may include employment verification, education verification, criminal history check, and other job-related inquiries.

🏝️ Benefits

• Competitive total reward package based on individual and company performance.

• Incentive awards.

• Paid time off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings.

• Disability insurance.

• Life insurance.

• Remote work from home.