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Senior Life Case Manager, Specialist

Vaga não está no LinkedIn

🔥 5 horas atrás

🏈 Alabama, Arizona, +43 estados a mais – Remoto

infoinfo

💵 $65.000 - $75.000 / ano

⏰ Tempo Integral

🟠 Sênior

👔 Gerente

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Saybrus Partners

Saybrus Partners

51 - 200 funcionários

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A Saybrus Partners é uma empresa que colabora com profissionais financeiros para fornecer soluções de seguros e anuidades para planejamento de renda, patrimônio e negócios, bem como proteção contra as incertezas da vida. Eles fazem parcerias com instituições financeiras, varejistas de seguros, corretoras e os principais operadores de seguros de vida e anuidades do setor. A Saybrus Partners oferece experiência em vendas assistidas, distribuição tradicional, operações de novos negócios e design de produtos personalizados para atender a uma variedade de necessidades de seguros. Com foco em alinhar-se com os objetivos dos parceiros e manter altos padrões, eles oferecem expertise especializada e suporte personalizado para ajudar parceiros e clientes a alcançar o sucesso.

Descrição

• Provide new permanent product business support and expertise to key business partners • Independently manage cases by resolving issues and negotiating underwriting offers where applicable • Review and assess requirements and identify cases needing special handling • Manage daily workload with emphasis on time management and quality standards • Proactively follow up and communicate with advisors and distributors • Ensure cases progress from submission to placement efficiently and policy issuance occurs within required timelines • Use life insurance process, terminology, and technology expertise to support and enhance daily operations • Suggest innovative solutions and identify opportunities to add value • Serve as a single point of contact for customers • Receive and resolve complex or sensitive customer service inquiries, complaints, and problems • Provide continuous scheduled telephone coverage as business needs dictate • Train and mentor employees as needed • Work with case managers to problem-solve and recommend the best outcomes • Provide feedback to the AVP on trending issues requiring resolution and coaching • Perform other duties as assigned

🎯 Requisitos

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments • Strong knowledge of the life insurance process and ability to troubleshoot problems causing cycle time delays • Working knowledge of Outlook, Word, and Excel • Knowledge of Smart Office and Salesforce.com a plus • Critical thinking skills and ability to identify and troubleshoot problems • Excellent verbal and written communication skills • Excellent interpersonal and relationship-building skills • Discretion when handling confidential matters, including medical records • Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables • Ability to work well in a team environment • Background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries

🏖️ Benefícios

• Competitive total reward package based on individual and company performance • Incentive awards • Paid time off (PTO) • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Remote work from home

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Desenvolvido por Lior Neu-ner. Adoraria receber seu feedback — entre em contato por DM ou pelo e-mail support@remoterocketship.com
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