What are the responsibilities and job description for the Relationship Case Manager, HCB position at Advisor Group?
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Relationship Case Manager, Highland Capital Brokerage
Location(s) : All Locations & Remote
Role Type : Full time
Salary : $50,000 - $60,000 per year annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page : Benefits
Summary :
We currently have an opening for a Relationship Case Manager at Highland Capital Brokerage. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.
Responsible for the case management of life, LTC and DI applications submitted to the Life New Business Team. The team member will facilitate proactive, timely, accurate and relevant communications. They will serve as a liaison between Agents / FA’s, institutional partners, vendors, Highland Capital VP’s, and Life Insurance carriers on both formal and informal business. This position requires the analytical ability to successfully combine medical, financial, reinsurance and general life insurance expertise. The Case Manager will also demonstrate the ability to manage frequent change and new technologies. The mechanics of managing the business include reviewing applications for accuracy and completeness, ordering and managing requirements through policy issue, and managing requirements for placement. The team member will provide back up coverage for other team members on a regular basis.
Responsibilities :
Application Processing :
Level 1
- Review Life Applications for completeness and notify Agents / FA’s and VP's of missing information.
- Verify telephone / electronic interviews and inspection reports are ordered as needed.
- Review exam and non-medical requirements to determine if risk class applied for is appropriate using various tools.
- Utilize basic knowledge of financial underwriting to determine financial suitability as part of needs analysis.
- Order medical records as needed.
- Monitor outstanding requirements and requests for additional information and communicate with Agents, Sales VP’s and others to set expectations, timelines, etc.
- Partner with our Sales Support team to obtain illustrations as needed.
- Provide transmittal form and / or cover letter for formal and informal application submission to carrier(s).
- Utilize Paperclip submission and electronic file storage.
- Respond to requests for applications as needed.
- Process within unique guidelines for institutional accounts.
Level 2 - includes all accountabilities of Level 1, plus the following items :
Monitoring and Communication :
Level 1
Level 2 - includes all accountabilities of Level 1, plus the following items :
Education Requirements :
Level 1
Experience :
Technical Skills :
Soft Skills :
Level 2 - includes all requirements of Level 1, plus the following items :
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Salary : $50,000 - $60,000
