LIFE & DISABILITY CASE MANAGER
TYPE: Direct Hire (Hybrid role)
PAY: Up to $50K plus bonus DOE
WHY THIS COMPANY: Our client is an established financial planning firm, with a unique approach and custom-tailored plans. You would work with a team of diverse professionals, who are considered experts in their individual fields. The friendly office atmosphere allows for a positive work environment. This role would be hybrid. Excellent benefits, flexible schedule and incentive bonus offered,
LIFE & DISABILITY CASE MANAGER DUTIES WILL INCLUDE:
- Will facilitate the underwriting for life insurance applications submitted by financial advisors
- Prepare files, enter records into management system
- Work closely with vendors to order necessary underwriting requirements and complete follow up on order
- Manage the entire application process
- Primary contact for brokers and advisors for case processing and underwriting inquires
- Validate agent licensing
- Process policy service requests
- Process issued life insurance policies for mailing
- Other duties as assigned
YOUR DUTIES WILL INCLUDE:
- Will facilitate the underwriting for life insurance applications submitted by financial advisors
- Prepare files, enter records into management system
- Work closely with vendors to order necessary underwriting requirements and complete follow up on order
- Manage the entire application process
- Primary contact for brokers and advisors for case processing and underwriting inquires
- Validate agent licensing
- Process policy service requests
- Process issued life insurance policies for mailing
- Other duties as assigned
