Case Manager

Integrity; Roanoke (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Employee Ownership Plan

Paid Time Off (PTO)

Generous Paid Holidays

Community Service Paid Time Off

Competitive Health Insurance

401k Retirement Plans with competitive

Job summary

Integrity, a nationwide employer, is seeking a New Business Case Manager to process insurance applications from receipt through placement. The role emphasizes relationship management and regulatory compliance, impacting revenue through accurate case handling and documentation.

Applicants should have insurance industry background and the ability to manage multiple cases with a positive, can-do attitude, ensuring timely and compliant processing of underwriting requirements and final delivery of

Qualifications

• High attention to detail and urgency in completing tasks.
• Excellent verbal, written and presentation communication; strong documentation.
• Solid organizational and time-management abilities; persistent follow-up.
• Strong problem-solving and analytical skills; ability to interpret information.
• Self-starter who can work independently and contribute to a team.

Responsibilities

• Communicate application status to all interested parties
• Provide thorough knowledge of all systems to complete duties and serve as a resource to others
• Apply knowledge of pertinent laws, regulations and rules
• Communicate with clients to clarify requests and obtain additional documentation required to process transactions
• Facilitate ordering and retrieval of underwriting requirements
• Facilitate suitability approvals and agent signature requirements to maintain regulatory processes
• Maintain detailed, compliant files; ensure electronic file is complete after policy issuance
• Follow up and provide timely status reports
• Set policy up for issue, policy assembly and delivery documents
• Imaging/Faxing, Copying and Filing
• Meet or exceed productivity and quality standards set by the department

Skills

Attention to detail

Verbal written and presentation skills

Organization and time management

Problem solving and analytical skills

Independent self-starter with team贡献

Job description

Become a part of the Integrity family by joining one of our incredible teams across the country. The only thing that beats our benefits are the amazing people you’ll work with — and you’ll be helping the people we serve make the most of what life brings.

Business Unit: One Resource Group

The New Business Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can-do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility.

Responsibilities

• Communicate application status to all interested parties
• Provide thorough knowledge of all systems to complete duties and serve as a resource to others
• Apply knowledge of pertinent laws, regulations and rules
• Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation required to process transactions
• Facilitate the ordering and retrieval of all necessary underwriting requirements
• Facilitate suitability approvals and agent signature requirements to maintain proper regulatory processes are followed consistently
• Maintain detailed, compliant and accurate files. Ensure that the electronic file is complete once a policy is issued
• Follow up and provide timely status reports
• Set policy up for issue, policy assembly and secure final delivery documents
• Other functions include Imaging/Faxing, Copying and Filing
• Consistently meet or exceed productivity and quality standards set forth by the department

Desired Skills, Experience & Education

• Consistent attention to detail and a focused sense of urgency
• Superior verbal, written and presentation skills, including strong documentation expertise
• Strong organization and time management skills; including follow up and completion
• Demonstrated problem solving and analytical skills
• Self-starter who can work independently with little supervision while contributing as a team member

Integrity Benefits

• Employee Ownership Plan
• Paid Time Off (PTO) for Vacation, Sick and Personal
• Generous Paid Holidays
• Community Service Paid Time Off
• Competitive Health Insurance
• 401k Retirement Plans with competitive employer paid match