Associate Case Manager

4 weeks ago

Atlanta, United States Exlservice.com Llc Full time

EXL (NASDAQ: EXLS) is a leading operations management and analytics company that designs and enables agile, customer-centric operating models to help clients improve their revenue growth and profitability. Our delivery model provides market-leading business outcomes using EXL's proprietary Business EXLerator Framework , cutting-edge analytics, digital transformation and domain expertise. At EXL, we look deeper to help companies improve global operations, enhance data-driven insights, increase customer satisfaction, and manage risk and compliance. EXL serves the insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics industries. Headquartered in New York, New York, EXL has more than 26,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), South America, Australia and South Africa. For more information, visit .

Job Description

We are looking for a remote Associate Case Manager , to join our team that is tasked with processing annuity applications, completing contractual requirements and following various state regulations while engaging with clients, brokerage advisors, and their support teams.

Role and Responsibilities

  • Act as case-level point-of-contact and Subject Matter Expert on pending annuities business
  • Thoroughly review the application and accompanying documents for accuracy and/or identify items that are not in good order.
  • Perform outbound phone calls, as needed, to assist broker with 'in good order' submission of application and state required documents, follow up on any outstanding requirements and incoming funds.
  • Process basic and intermediate transactions including regulatory, contractual, and case issuance
  • Handle brokerage advisor's concerns to solution, taking actionable steps to resolve timely
  • Respond via email, call, or text to associate/team needs, i.e. answering questions, providing feedback, and communicating effectively to proactively mitigate issues
  • Provide superior customer service and proactively develop knowledge of various third-party operating models
  • Partner with leaders and other advocates to help the team meet metrics and quality goals
  • Collaborate effectively with underwriters and management when determining complex decisions
  • Able to independently work assigned requests with minimal direction
  • Practice inclusiveness and collaboration with all field business partners and fellow teammates

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