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Senior Life Insurance Case Manager
2 months ago
Join a prominent and well-established life insurance organization that is experiencing ongoing growth and expansion. We are looking for a Senior Life Insurance Case Manager who possesses a strong background in life insurance and is eager to contribute to our team's success.
Key Responsibilities:
- Evaluate and process life insurance applications, ensuring all necessary documentation and signatures are complete before submission to insurance providers.
- Request and assess underwriting requirements, including Attending Physician Statements (APS), medical exams, and additional documentation.
- Manage workload effectively to guarantee timely processing, issuance, and enforcement of cases, maintaining regular communication via phone and email to set customer expectations.
- Oversee the life insurance case management workflow, which necessitates frequent interaction and collaboration with life insurance advisors, insurance companies, and essential third-party vendors involved in the underwriting process.
Qualifications:
- A minimum of 3-5 years of experience in life insurance, preferably with exposure to high-performing agents.
- Exceptional organizational skills and the ability to handle multiple tasks simultaneously.
- Detail-oriented with a high level of energy, enthusiasm, and a robust work ethic.
- Strong interpersonal abilities, with effective verbal and written communication skills.
- A proactive mindset with a commitment to delivering high-quality service and a desire for professional growth.
- Solid business and financial understanding.
- A collaborative spirit suited for a small business environment that values teamwork.
