What are the responsibilities and job description for the LIFE INSURANCE / ANNUITIES CASE MANAGER position at SterlingBridge Insurance Agency, Inc.?
The Life Insurance New Business Processing employee acts as the liaison between the client and the Insurance carrier. This role provides customer service including answering client's questions and resolving issues within underwriting of a case upon receipt of the informal or formal application.
Essential Functions / Key Responsibilities :
- Efficiently manage the submission of Life Insurance applications to life insurance companies.
- Reconcile outstanding pending case requirements and requests for additional information.
- Provide an overview to our clients of the fundamental steps in the Life Insurance process as required. Deliver quality customer service to our clients by researching and responding to all internal and external inquiries in an efficient and timely way.
- Manage the life cycle of each case to service standards, working closely with clients to resolve any issues or potential obstacles. Communicate regularly with clients on case status.
- Act as the liaison between the client and the insurance carrier; advocate and negotiate as needed with the goal of obtaining an offer and policy on behalf of the client.
- Continually seek to identify process improvement opportunities.
Qualifications / Education / Experience / Skills :
PM17
