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Life Insurance Case Manager
2 months ago
Ash Brokerage is seeking a highly skilled Life Insurance Case Manager to join our team. As a Case Manager, you will be responsible for managing the submission of life insurance applications to insurance carriers, monitoring case progress, and providing ongoing status updates to advisors and clients.
Key Responsibilities:- Efficiently manage the submission of life insurance applications to insurance carriers.
- Monitor case progress, track down requirements, and provide ongoing status updates.
- Review application information, including medical history, to proactively identify any issues that could present a problem.
- Advocate and negotiate with insurance carriers on formal offers, as needed.
- Educate yourself on the latest product offerings and industry developments, and educate advisors on those situations to help create new business opportunities.
- Continuously look for ways to expedite and improve our processes and service.
- Communicate effectively with advisors and clients via email and phone to support their various cases and service needs.
- Maintain positive relationships with agents and underwriters to ensure a positive experience.
- Utilize our web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
- Bachelor's degree or equivalent experience.
- Strong communication and customer service skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Proficiency in Microsoft Excel and Word, with the ability to quickly learn our internal and carrier software.
Ash Brokerage has been dedicated to impacting lives for over 50 years. We are a service-centered culture that values relationships and teamwork. Our team of almost 400 employees is committed to helping financial professionals find, understand, and process insurance and retirement solutions to protect clients in every stage of life.
