Life Insurance Case Manager Position for Strategic Partners
1 week ago
About American Business & Professional Program, Inc.
A leading independent agency headquartered in New York City, American Business specializes in providing insurance solutions to strategic partners in various industries. With a strong presence across the U.S., they serve over 35,000 policyholders with $60 billion in active policies. Their professionals have an average of 15 years of life insurance experience, offering expert advice and support to their clients.
Job SummaryWe are seeking a highly skilled Life Insurance Case Manager to join our busy independent Life Insurance agency. The ideal candidate will have a strong working knowledge of the Life Insurance industry and be able to work closely with our case management staff and Insurance Operations Manager.
The successful candidate will be responsible for all aspects of underwriting and case management, from submission to completion, for both internal and external agents as well as organizations. This includes reviewing and submitting new business applications, verifying agent appointments and licenses, obtaining applications and forms, and entering case information into our data base system.
The role requires excellent analytical skills, strong writing and verbal communication skills, and the ability to work effectively with others. A minimum of 3 years' relevant life insurance experience is essential, and a strong understanding of the industry is required.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
- Review and submission of all new business applications to various life insurance carriers
- Verify if agent is appointed and licensed with the appropriate carrier and state with internal licensing department
- Obtain applications/forms when not on FormsPipe
- Enter case information into our data base system [iPipeline Agency Integrator] and PaperClip
- Quick Quotes and Informals
- Follow up with pending cases
- Order medical records when requested by carriers
- Review the Part B
- Review medical records on larger cases or on special circumstances
- Review policies received to make sure they are correct
- Process all delivery requirements
- Follow up with carriers to ensure proper processing of all applications
- Correspond daily with various Case Assistants/Agents (internal) regarding case status
Estimated Salary: $80,000 - $100,000 per year
A competitive compensation package including benefits that make work more fun and give you and your family peace of mind. Join us and become part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
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New York, New York, United States American Business & Professional Program, Inc Full timeOverview of American Business & Professional Program, IncAmerican Business & Professional Program, Inc is a prominent independent agency headquartered in New York City. Our team specializes in providing insurance solutions to strategic partners in various sectors, including property and casualty agencies, sports management firms, financial institutions,...
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