Senior Life Case Manager

Job not on LinkedIn

October 22

🦌 Connecticut – Remote

Although this job is listed in Connecticut, this company may be open to hiring remote in other states.

🌪️ Oklahoma – Remote

Although this job is listed in Oklahoma, this company may be open to hiring remote in other states.

+3 more states

🦌 Connecticut – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

⏰ Full Time

🟠 Senior

👔 Manager

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Saybrus Partners

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Insurance • Finance • B2B

Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.

51 - 200 employees

💸 Finance

🤝 B2B

📋 Description

• Provide new permanent product business support to key business partners. • Independently manage cases by creatively resolving issues, negotiating underwriting offers. • Leverage contacts and resources to ensure a desired outcome. • Provide timely communications and assistance in gathering outstanding requirements. • Utilize strong communication skills (verbal and written) to ensure cases move through the new business process in a timely manner. • Work well in a team environment. • Ensure policy issuance within required timeline. • Serve as a single point of contact to customers and resolve complex customer service inquiries.

🎯 Requirements

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments. • Working knowledge of desktop applications such as Outlook, Word and Excel. • Knowledge of Smart Office and Salesforce.com a plus. • Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity. • Excellent verbal and written communication skills; clear and effective. • Excellent interpersonal and relationship building skills to interact with internal and external clients. • Discretion while handling confidential matters (e.g., medical records). • Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables. • Comfortable in a team environment and supportive of corporate change.

🏖️ Benefits

• comprehensive benefits • Health insurance • Retirement plans • Paid time off • Flexible work arrangements