What are the responsibilities and job description for the Case Management Specialist position at Brokerage Solutions?
About Us
At Brokerage Solutions, we strive to be a leader in the life insurance and annuity industry. We aim to empower our advisors with the tools and knowledge they need to succeed. As a Case Manager, you will play a crucial role in helping us achieve this goal.
Your primary responsibility will be to coordinate, manage, and facilitate life insurance & annuities opportunities. This will include performing follow-ups, coordinating quotes, and providing excellent customer service to new and existing clients. You will also be expected to communicate regularly with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to ensure seamless execution of our business objectives.
Main Tasks:
What We Look For:
At Brokerage Solutions, we strive to be a leader in the life insurance and annuity industry. We aim to empower our advisors with the tools and knowledge they need to succeed. As a Case Manager, you will play a crucial role in helping us achieve this goal.
Your primary responsibility will be to coordinate, manage, and facilitate life insurance & annuities opportunities. This will include performing follow-ups, coordinating quotes, and providing excellent customer service to new and existing clients. You will also be expected to communicate regularly with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to ensure seamless execution of our business objectives.
Main Tasks:
- Manage and coordinate case processing workflows.
- Offer ongoing support and service to policyowners and advisors.
- Maintain compliance with company policies and regulatory requirements.
- Review documents thoroughly to support new business generation.
- Meet phone and transaction performance targets set by stakeholders.
- Stay up-to-date on medical facility and insurance carrier policies, operational processes, and compliance standards.
What We Look For:
- Bachelor's degree or higher.
- Experience in Life and Annuity Insurance is a plus.
- Exceptional verbal, written, and interpersonal communication skills.
- Ability to work collaboratively within a team environment.
- Prior experience with iPipeline and SureLC systems is highly valued.
