Case Manager

Reports To:  Operations Manager

Responsibilities

Case Management

  • Understand and collaborate on plan for client
  • Participate in client calls with Producer/Conduct separate underwriting calls with clients and/or outside advisors to obtain medical history
  • Manage OneNote pages with information and notes as needed
  • Prepare materials and producer for client meetings
  • Manage the new business process including underwriting, submission and delivery
  • Drive open cases to completion
    • Utilize Opportunities to monitor and track cases
    • Maintain goals set within opportunity status process
    • Coordinate the administrative work to be done on case load
  • Maintain knowledge of carrier processes, requirements and guidelines
  • Develop professional relationships with partners and carriers
  • Participate in educational opportunities to strengthen knowledge base
  • Understand and be proficient in all underlying duties in the life department such as case administrator, design and inforce duties and assist in these duties as needed
  • Annuity and disability case management as needed
  • Participate in weekly L10 department meeting


Underwriting

  • Gather medical records and requirements, utilizing other department resources as needed
  • Review medical records for initial underwriting assumptions
  • Provide preliminary medical underwriting assessments
  • Negotiate insurance carrier offers
  • Coordinate and facilitate capacity plan for jumbo cases


Training and Education

  • Identify underwriting education opportunities – stay current on practices and trends
  • Participate in professional conferences
  • Develop a standardized training plan to introduce new hires to underwriting
  • Identify, research and communicate new UW technologies and opportunities
  • Maintain New Business team UW resources (manuals, educational materials, etc.)


General Support

  • Update company CRM database
  • Participate in team meetings and offer suggestions for improvement to workflows and procedures
  • Adhere to firm’s compliance policies and procedures
  • Other duties as assigned

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