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Senior Life Case Manager, Specialist

🔥 0 minutes ago

🏈 Alabama, Arizona, +42 more states – Remote

infoinfo

💵 $65k - $75k / year

⏰ Full Time

🟠 Senior

👔 Manager

Where this job comes from

Posted on AmeriLife's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of AmeriLife

AmeriLife

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Provide new permanent product business support to key business partners • Independently manage cases by resolving issues and negotiating underwriting offers where applicable • Negotiate underwriting offers with product-partner underwriting teams • Review and assess requirements as needed • Manage components of the new business process and identify cases needing special handling • Manage daily workload with emphasis on time management and quality standards • Follow up proactively 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 expertise, terminology, and technology to support daily operations • Suggest innovative solutions and explore opportunities to add value • Serve as a single point of contact for customers • Resolve complex or sensitive customer service inquiries, complaints, and problems • Provide scheduled telephone coverage as business needs dictate • Train and mentor employees as assigned • Work with case managers to solve problems and recommend outcomes • Provide feedback to the AVP on trending issues for resolution and coaching • Perform other duties as assigned

🎯 Requirements

• 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 • 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 while handling confidential matters, including medical records • Ability to work independently in a fast-paced, multi-faceted environment • Successful completion of a background screening

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Reasonable accommodations throughout the application and employment process

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