Case Manager II - Life and Annuities

Alliant Insurance Services; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Case Manager II, where you will play a vital role in managing insurance cases with a focus on customer satisfaction. This remote position offers a dynamic work environment, allowing you to engage with agents and insurance carriers while ensuring that all cases are processed efficiently. Your expertise in underwriting and customer service will be essential as you navigate through the complexities of life and annuity insurance. With a commitment to excellence and teamwork, this role empowers you to make a significant impact in the financial services industry.

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with Company Match

Paid Time Off

Qualifications

• 3+ years of underwriting experience in life and annuity insurance.
• 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 insurance applications for completeness.

Skills

Case Management

Communication Skills

Problem Solving

Customer Service

Education

Bachelor's Degree in Business or related field

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 responsible 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 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, such as 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: Works collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; assists with special projects/assignments as requested by management.
• Performs other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Business or a related field or an 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.

We are an Equal Opportunity Employer; SMS participates in the E-Verify system.

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