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Life & Disability Case Manager

Charlotte, NC

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Description

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    

Job Requirements

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    
Apply Now