Case Manager

5 days ago

Harrisburg, Pennsylvania, United States CRC Group Full time
Job Summary

We are seeking a highly skilled Case Manager to join our team at CRC Group. As a Case Manager, you will be responsible for maintaining primary ownership of cases during the underwriting process, engaging in frequent communication and coordination with insurance agents, carriers, and internal resources.

Key Responsibilities
  • Reviews new insurance applications for missing information, including forms, signatures, and key underwriting questions and data.
  • Reviews and analyzes underwriting requirements, including Attending Physician Statements, exams, and supplemental forms, to determine if additional information or requirements need to be obtained to complete the underwriting process.
  • Conducts regular proactive case follow-ups via phone and email with insurance agents, vendors, internal resources, and carriers.
  • Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations.
  • Utilizes agency management system to document all work activity and communication for all in-process cases.
  • Acts as a conduit for all issues associated with a case, including coordination with all internal departments.
  • May have responsibility for reviewing issued insurance policies for accuracy.
  • Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe.
  • Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist.
Requirements
  • Effective interpersonal and written communication skills.
  • Ability to provide excellent customer service to both internal and external customers.
  • Effective time management skills.
  • Ability to prioritize and accomplish multiple tasks simultaneously.
  • Capable of working independently as well as in a team environment.
  • Ability to work in a self-directed fashion.
  • Experience with PCs in a Windows environment.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
  • Ability to analyze problems and develop solutions.
  • Ability to communicate with individuals at all levels of the organization.
  • Bachelor's degree or equivalent education, training, and work-related experience.
  • Proficiency with office equipment including fax machines, copiers, telephone systems, etc.
  • Two years of customer service experience.
  • Demonstrated history of customer relationship management success.
  • Ability to work without close supervision and to exercise independent judgment and problem-solving in a professional area.
  • Strong attention to detail and accuracy.
  • Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers.
  • Ability to react to change in a productive and positive manner.
  • Ability and willingness to support department to accomplish team goals.
  • Ability to analyze case information and determine necessary actions and next steps.
  • Proficiency with Adobe, use of SharePoint sites, internet/web searches, and video conferencing.
Preferred Qualifications
  • Prior insurance experience.
Benefits

CRC Group offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

CRC Group is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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