Partnering with institutions and financial professionals to address clients’ needs with insurance and annuity solutions.

Senior Life Case Manager

ManagerManagerFull TimeRemoteTeam 51-200H1B No SponsorCompany Site LinkedIn

Location

Connecticut + 4 more

Posted

145 days ago

Salary

Not specified

5 yrs expEnglishSFDC

Job Description

• Provide new permanent product business support to key business partners. • Independently manage cases by creatively resolving issues, negotiating underwriting offers. • Leverage contacts and resources to ensure a desired outcome. • Provide timely communications and assistance in gathering outstanding requirements. • Utilize strong communication skills (verbal and written) to ensure cases move through the new business process in a timely manner. • Work well in a team environment. • Ensure policy issuance within required timeline. • Serve as a single point of contact to customers and resolve complex customer service inquiries.

Job Requirements

Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.
Working knowledge of desktop applications such as Outlook, Word and Excel.
Knowledge of Smart Office and Salesforce.com a plus.
Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.
Excellent verbal and written communication skills; clear and effective.
Excellent interpersonal and relationship building skills to interact with internal and external clients.
Discretion while handling confidential matters (e.g., medical records).
Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables.
Comfortable in a team environment and supportive of corporate change.