Case Manager

🕒 October 19

🇺🇸 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 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

🎯 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 • 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

🏖️ Benefits

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

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