Remote Position

Associate Case Manager – Case Manager

🌍 Remote · United States 💼 Full-time

Job Description:

Obtain and verify information needed to underwrite new business cases
Provide customer service and support to agents and underwriters by telephone and email
Obtain underwriting requirements and follow up on pending offers
Compile documents and communicate with reinsurers
Update claims and underwriting workflow systems and verify data accuracy
Maintain records of customer interactions and transactions
Review forms and follow up for missing information
Review and approve final policy documents
Set up and process exam-only and informal inquiry files
Research physicians, affiliates, and addresses; obtain authorizations and order reports
Process reinstatements, exchanges, term conversions, reissue policies, incoming mail, faxes, and medical releases
Issue annuity contracts and life policies and process amendments and initial premiums
Keep current with underwriting, replacement, claims, and new-business requirements
Build and maintain vendor relationships and process vendor bills
Assist with initial claims forms and reports
Mentor coworkers and provide feedback to the manager as a Case Manager

Requirements:

1-2 years of related experience required
Customer Service experience required
Basic knowledge of Microsoft Word and Excel required
Excellent written and verbal communication skills
Excellent data entry skills
Ability to learn and follow applicable regulations and company procedures
Ability to perform work accurately and thoroughly
Ability to pay close attention to detail
Ability to prioritize and organize a heavy workload
Experience in a life insurance or closely related setting required for Case Manager
High School Diploma or equivalent required for Associate Case Manager
Associate degree in business or related field required for Case Manager
Visa sponsorship is not available
Relocation assistance is not available

Benefits:

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