Case Manager II - Life and Annuities

Alliant Insurance Services; Chicago (IL); Remote; USD 50,000 - 80,000; Full time

Job summary

An innovative firm is seeking a dedicated Case Manager II to join their dynamic team. This remote position involves managing annuity and life insurance cases, ensuring a seamless experience for agents and clients alike. The ideal candidate will possess strong underwriting experience and a commitment to delivering world-class customer service. With a focus on collaboration and communication, you will play a pivotal role in supporting agents and enhancing operational efficiency. This role offers the opportunity to make a significant impact in a thriving organization committed to excellence in the insurance industry.

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with company match

Paid time off

Qualifications

• 3+ years of underwriting or related life and annuity insurance experience.
• Bachelor's degree or equivalent experience preferred.

Responsibilities

• Manage annuity, life, long-term care, and senior health cases.
• Coordinate communication between agents, carriers, and internal resources.
• Review and evaluate documents for accuracy and completeness.

Skills

Underwriting

Customer Service

Communication

Case Management

Education

Bachelor's Degree in Business

Job description

Tuesday, May 6, 2025

Alliant Insurance is hiring a Case Manager II for our acquisition, ASA Group based in Little Rock, Arkansas!

The ASA Group is a brokerage general agency serving insurance and financial planning professionals across the country. By offering life, long-term care, disability insurance, and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers.

https://theasagroup.com/

POSITION HIGHLIGHTS:

• Remote position
• Monday - Friday

Our Case Manager II will be r esponsible for maintaining primary ownership of annuity, life, long-term care and senior health cases, which requires engaging in frequent communication and coordination between agents, insurance carriers, and internal resources. Responsible for assisting in the review and evaluation of documents, and data to identify and resolve problems. Responsible for setting their agents' expectations appropriately and providing a World Class Customer Service experience, based on our customers' expectations, throughout the service process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Case Management Functions: Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier; Orders and reviews underwriting requirements including Attending Physician Statements, Exams, supplemental forms, and other medical requirements for submission to the insurance carrier; Conducts regular follow-up via phone primarily and email and/or website, on all outstanding underwriting requirements; Organizes and prioritizes workload to ensure case is processed, issues, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately; Maintains internal processing database to document work activity and communication on all assigned cases.
• Agent Support Functions: Acts as a conduit for all issues associated with a case including coordination with all internal departments; May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent; Follows up with insurance agents on policy delivery requirements, including application amendments, health statement, insurance premium, etc.; to ensure the policy is placed within a specified timeframe.
• Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assist with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Business or a related field or equivalent combination of education and relevant experience, preferred

Three (3) or more years of Underwriting and/or related Life and Annuity Insurance experience, required

PERKS AND BENEFITS:

Health Insurance*

Dental and vision insurance*

401(k) with company match*

Paid time off

*Available the first of the month following date of hire

Equal Opportunity Employer; SMS participates in the E-Verify system

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