Case Manager

🕒 Outubro 20

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $60.000 - $65.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 0%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 22 dias.
• As vagas desta empresa costumam ser preenchidas em 26 dias.

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Osaic

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

Finance • B2B

A Osaic é uma das maiores provedoras de soluções de gestão de riqueza do país. É o lar de uma comunidade diversa e orientada para o serviço de profissionais que enfatizam o planejamento transformador para o futuro em vez de abordagens transacionais. Com mais de 11. 000 profissionais financeiros e mais de 270 instituições financeiras, a Osaic gerencia ativos que excedem $700 bilhões. A empresa oferece suporte abrangente e recursos para ajudar seus parceiros a aumentar a lucratividade e alcançar objetivos de negócios personalizados. A comunidade da Osaic é construída com base na diversidade e colaboração, oferecendo serviços de corretagem e consultoria de investimentos por meio de seus corretores e consultores de investimento registrados.

Descrição

• Manage life, LTC, and DI applications submitted to the Life New Business Team • Facilitate timely, accurate, and relevant communications • Serve as liaison among agents/financial advisors, institutional partners, vendors, Highland Capital VPs, and life insurance carriers • Review applications for accuracy and completeness • Order and manage requirements through policy issue and placement • Assess impaired risk and negotiate with carrier underwriters • Review applications and notify agents, financial advisors, and VPs of missing information • Verify interviews and inspection reports have been ordered • Review exams and non-medical requirements to determine appropriate risk class • Perform financial underwriting for personal, estate planning, and business insurance • Order medical records and manage APS follow-up • Review APS records for completeness and additional requirements • Reconcile pending requirements and coordinate timelines • Order and verify illustrations, riders, and 1035X requirements • Prepare transmittal or cover letters for formal and informal applications • Submit and store electronic files using Paperclip • Respond to application requests • Manage referral model institutional accounts and compliance nuances • Apply carrier underwriting guidelines for non-U.S. citizens • Maintain correspondence with carriers and vendors • Provide status updates and escalate issues to New Business Management • Build relationships with carrier underwriters and represent Highland Capital Brokerage • Advocate for and negotiate formal and informal carrier offers • Explain and sell competitive alternative offers • Interpret underwriting evidence and make risk understandable • Collaborate with internal underwriting resources • Shop cases with various carriers for alternative solutions • Evaluate underwriting evidence and guide cases approved other than applied for • Document case activity and ensure accurate reporting in data management systems • Perform other duties as assigned

🎯 Requisitos

• Associate’s Degree required • Bachelor’s degree preferred • Minimum requirement is five years Brokerage New Business, General Agency or Life Insurance company experience • Prior knowledge of medical and/or financial underwriting terminology is a plus • Ability to multi-task • Time management and organizational skills • Proficient with Microsoft Word, Excel, Outlook, multiple web browsers, and new technology • Experience with web-based agency management systems; iPipeline suite including Agency Integrator preferred • Experience with web-based document management systems and Paper Clip • Ability to utilize data management systems per Highland Capital protocols • Advanced business writing skills • Excellent written and verbal communication skills • Exceptional customer service orientation • Ability to work independently and proactively • Strong accountability and follow-up • Ability to work effectively as part of a team • Ability to work in a fast-paced environment and adapt to change • Ability to work efficiently in a virtual team environment • Ability to concentrate despite interruptions • Detail-oriented • High degree of confidentiality

🏖️ Benefícios

• Sales Incentive Compensation • Health insurance • Vision insurance • Dental insurance • 401k • Paid time away • Volunteer days • Remote work option • Work in brick-and-mortar offices throughout the country • Highly collaborative team environment

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