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Life Insurance Case Manager

2 months ago

Fort Wayne, Indiana, United States Ash Brokerage Full time
Life Insurance Case Manager

Ash Brokerage is seeking a highly organized and detail-oriented 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.

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 via email and phone to advisors in conjunction with supporting their various cases and service needs.
  • Maintain positive relationships with agents and underwriters to ensure a positive experience.
  • Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
Talents & Abilities:
  • Positive attitude and team spirit.
  • Strong communication and customer service skills.
  • Willingness to take initiative, exhibit creative thinking, and take ownership of a situation.
  • Negotiation skills to influence successful outcomes.
  • Comfortable and confident in a fast-paced customer service environment.
  • Strong phone and computer skills, specifically Microsoft Excel and Word, with the ability to quickly learn our internal and carrier software.
Education & Experience:
  • Bachelor's degree or
  • Associate degree with 1-2 years relevant experience or
  • Minimum of three years of business experience with a focus in finance, insurance, or medical terminology.