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Life Insurance Case Manager
Kansas City, MO | Full-timeAbout this positionWe're looking for an experienced insurance case manager to own and manage caseload of in-process life insurance applications, from submission to carrier through policy issuing. Work schedule requires flexibility, and may require working evening / weekend shifts from time to time.Duties & Responsibilities
Review new life insurance applications for missing information prior to submission to the insurance carrier
Order and review underwriting requirements
Coordinate and hastily follow up with customers, carriers and vendors to make sure all outstanding case requirements are met
Master all carrier workflows, application and underwriting processes, and software systems necessary to carry out your responsibilities
Collaborate and support sales, customer service and customer success efforts to ensure a superior and seamless customer experience
Requirements
A bachelor's degree
Experience working in the insurance industry (Life, Health, or Annuity) within the area of Case/Account Management ** Knowledge of the life insurance process is a must **
Highly organized person with superb attention to details
Capacity to prioritize workload and work in fast-paced environment
High sense of urgency and problem-solving state of mind
Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers
A teamwork mindset – take ownership of your work AND your team's success, and take initiative