Case Manager

🕒 Outubro 19

🇺🇸 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 23 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 among agents/financial advisors, institutional partners, vendors, Highland Capital VPs, and life insurance carriers • Review applications for accuracy and completeness and notify agents, financial advisors, and VPs of missing information • Verify telephone/personal history interviews and inspection reports have been ordered • Review examination and non-medical requirements to assess appropriate risk class using Highland tools such as Healthy Analyzer • Perform financial underwriting for personal, estate planning, and business insurance • Order and manage medical records and follow up on attending physician statements • Review APS records for completeness and determine additional requirements • Reconcile outstanding requirements and requests for additional information • Order illustrations and verify accuracy, riders, and 1035X-related 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 related compliance nuances • Apply carrier-specific 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 and negotiate with life insurance carriers on formal and informal offers • Explain competitive offers and provide guidance on cases approved other than applied for • Work with internal underwriting resources and shop cases with various carriers for alternative solutions • Evaluate underwriting evidence • Use data management systems to document cases and ensure accurate reporting • 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 • Possess time management and organizational skills • Proficient with Microsoft Word, Excel, Outlook, multiple web browsers, and learning new technology • Experience with web-based agency management systems; preferably hands-on experience with iPipeline suite products including Agency Integrator • 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 skills • Ability to work independently and proactively • Strong accountability and follow-up • Ability to work well with others as 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 interruption • Detail-oriented • High degree of confidentiality

🏖️ Benefícios

• Sales Incentive Compensation • Health insurance • Vision insurance • Dental insurance • 401k • Vacation time • Sick time • Volunteer days

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