Life & Annuities - Senior Associate Case Manager

Associate Case Manager Job Description We are looking for a remote Associate Case Manager, to join our team that is tasked with processing annuity applications, completing contractual requirements and following various state regulations while engaging with clients, brokerage advisors, and their support teams. Role and Responsibilities Act as case-level point-of-contact and Subject Matter Expert on pending annuities business Thoroughly review the application and accompanying documents for accuracy and/or identify items that are not in good order. Perform outbound phone calls, as needed, to assist broker with ‘in good order’ submission of application and state required documents, follow up on any outstanding requirements and incoming funds. Process basic and intermediate transactions including regulatory, contractual, and case issuance Handle brokerage advisor’s concerns to solution, taking actionable steps to resolve timely Respond via email, call, or text to associate/team needs, i.e. answering questions, providing feedback, and communicating effectively to proactively mitigate issues Provide superior customer service and proactively develop knowledge of various third-party operating models Partner with leaders and other advocates to help the team meet metrics and quality goals Collaborate effectively with underwriters and management when determining complex decisions Able to independently work assigned requests with minimal direction Practice inclusiveness and collaboration with all field business partners and fellow teammates Qualifications  High school diploma or GED; bachelors degree preferred 1 years experience in Life Insurance Case Management with third party, brokerage, (i.e. processing new applications, checking for proper forms, missing information, signatures and requirement ordering of exams and physician statements) Proven experience in Life Insurance servicing  Proven experience with Case Management & New Business processing, i.e. from “initial review” to “issue” process. Ability to think critically, problem solve using data to drive toward resolution  Can prioritize work and effectively multi-task, i.e. switching between multiple computer screens while handling inbound calls and emails Positive, inclusive, agile, and collaborative mindset Proven service aptitude and customer service skills in handling customer issues and concerns effectively, timely, and in a courteous manner. Excellent communication skills; both verbal and written.

Salary : $21 - $23