Case Manager

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

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

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.)

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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