Case Manager - Life Insurance

Case Manager - Life Insurance

Case Manager - Life Insurance


Job Title: Case Manager - Life Insurance
Job Type: Full-Time
Location: SALT LAKE CITY, UT








Job Description:

Responsible for reviewing and processing new insurance applications from application entry to policy placement. Acts as liaison between the insurance agents and insurance carriers to ensure all applications are processed in a timely manner.

Summary Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience throughout the process.

Responsibilites
. Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier . Orders, and reviews underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier . Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements. . Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately . Maintains internal processing database to document work activity and communication on all assigned cases . Acts as a conduit for all issues associated with a case to include coordination with all internal departments . May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent . Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe . Taking initiative to review other than applied for offers on term cases to determine if alternatives exist

Knowledge, Skills, and Abilities
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area Demonstrated time management and organizational skills Experience with PC's in a Windows environment
Strong attention to detail and accuracy Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike Ability to react to change in a productive and positive manner Ability and willingness to support team to accomplish team goals Ability to work in a team environment