Case Manager
TDC Life is seeking a Case Manager. This position reports to the Operations Manager.
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
