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Life Insurance Case Manager
3 months ago
SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.
SUMMARY
Responsible to maintain primary ownership of annuity, life and senior health cases which requires engaging in frequent communication and coordination between agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience, based on our customer's expectations, throughout the service process.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
- Performs other duties as assigned by management.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Four (4) year college degree in business or a related field or equivalent combination of education and relevant experience
Two (2) or more years of Life and Annuity Insurance experience.
SKILLS
Knowledge of the general industry procedures, standards, systems, resources, practices and terminology.
Knowledge of insurance services industries.
Knowledge of general office forms, processes and procedures.
Working knowledge of federal, state and local laws as well as industry regulations.
Skill in negotiating and problem solving to resolve internal and external conflicts.
Proficient computer skills (Microsoft Suite, MS Outlook, Adobe Acrobat software preferred).
Skill in working effectively with inbound and outbound callers/customers.
Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc.
Skill in maintaining effective working relationships with all customers, employees and the general public.
Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents.
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
Ability to communicate effectively, both orally and in writing, in a constructive manner.
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
Ability to read, write and communicate English effectively.
Ability to work independently, exercise independent judgment, make and execute decisions.
Ability to actively contribute to team effort.
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
Ability to maintain all company policies, including all confidentiality and safety policies.
Ability to engage in effective interpersonal interaction, verbal communication and written communication.
Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.
LI-AQ1
“Successful people do those things that failures refuse to do.”
Equal Opportunity Employer; SMS participates in the E-Verify system.
