Case Manager

🕒 October 20

🇺🇸 United States – Remote

💵 $60k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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