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Senior Life Case Manager, Specialist

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +43 more states – Remote

infoinfo

💵 $65k - $75k / year

⏰ Full Time

🟠 Senior

👔 Manager

Where this job comes from

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

First seen by Remote Rocketship 0 minutes ago

Logo of Saybrus Partners

Saybrus Partners

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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.

📋 Description

• 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

🎯 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 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

🏖️ Benefits

• 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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