What are the responsibilities and job description for the Case Manager, Disability & Long Term Care position at Integrity Marketing Group?
For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of almost 400 is the same service-centered culture as we were in 1971.
Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
On the case management team supporting Disability and Long Term Care insurance, we’re strong advocates of paycheck protection and ensuring people don’t have to worry about long term care needs later in life.
Responsibilities
Case managers serve as a liaison between our financial professionals and insurance carriers, doing all you can to make everyone’s experience as easy as possible. You’ll be part underwriter, part teammate for the financial professionals we serve, helping them with everything from price quotes to closing. To be successful, you will:
- Monitor case progress, track down requirements and provide proactive case status updates
- Review application information, including medical history, to identify any issues that could present a problem – if necessary, you’ll research and present alternative solutions
- Identify issues which may impede issuance of the policy; based on assessment and on knowledge of practices of individual carriers, contacts marketing and/or Ash Long Term Care underwriter to confirm validity of issues
- Respond to quote requests by gathering and assessing client information, then making a product recommendation; if necessary, you can seek input or refer requests to a marketing specialist
- Educate yourself on the latest product offerings and industry developments and, in turn, educate advisors on those subjects to help create new business opportunities
- Continuously look for ways to expedite and improve our processes and services
- Maintain positive relationships with your agents and underwriters
- Enjoy speaking voice to voice to deliver status
Talents and Abilities
- Superior negotiation skills to influence successful outcomes
- Track record of success in fast-paced customer service environment
- Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn use of our internal and carrier software
Education & Experience:
- Business experience with a focus in finance, insurance or medical terminology preferred OR
- Bachelor’s degree with major in business or related field, plus two to three years of related experience and/or training
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
