Office, Administrative, Customer Service, Human Resources, and Manufacturing/Production
Date Posted: 6/7/2023Apply Now
Our client in North Austin is looking to hire a Case Manager! This position is fully on-site.
The Case Manager is responsible for the pending Annuity and new business as assigned through case work flow. Case Managers are also responsible for the customer experience from submission of application to the issue of business to an active status.
This position is responsible for reviewing and processing new applications for Annuity and Life insurance ensuring applications meet technical, legal and underwriting/suitability preliminary guidelines
Establishes and maintains a strong working relationships with the agents of the assigned cases, requiring efficient and timely communication
Follows all applicable compliance procedures for processing when reviewing cases, including federal anti-money laundering guidelines and IRS cash reporting requirements
Recodes corrections on policies entered incorrectly
Must have keen ability to identify potential case hurdles, anticipate next steps and direct/redirect the customer/case towards a successful conclusion
Although role will be responsible for a specific book of business, we will work in a team environment, supporting each other with the goal to shepherd all New Business cases through the finalization in a timely, accurate and customer focused manner
Responsible for reviewing and processing application based on Insurance History results
Reviews and processes Top sheets for accuracy
Reviews ESP Telephone interview to accurately process and prepare for Underwriter Review
Reports MIB results before and after Underwriting Decision
Reviews Suitability Questionnaire and Suitability Decision to ensure all updated requirements are accurately processed and completed by the suitability team in order to issue the policy
Reviews Underwriting decision to ensure all updated requirements and amendments are accurately processed and completed by the underwriting team in order to issue the policy
Processes NAIC Replacements within compliance guidelines for all In Good Order (IGO) applications
Be the subject matter expert of the New Business cases assigned and processed by the case manager and answers case and new business process questions
Exceptional customer service with the mindset of going above and beyond for every client interaction
Handles escalated phone calls from Agents/ clients regarding any issues or inquiries of cases assigned
We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to email@example.com
Thank you for applying to the Case Manager - North Austin! $18.50/hr position. Your job application has been routed to the appropriate branch for consideration. Please make note of your Password, as you will need this if you are selected to move forward in the process. Your email address will most likely serve as your username.