Case Specialist

Security Financial; Lincoln (NE); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Assurity in Lincoln, NE is seeking a Case Specialist to join our underwriting and application coordination team. The role blends on-site collaboration with two remote days in a hybrid schedule, totaling a 40-hour work week.

You will review policies, verify eligibility, coordinate with brokers, and support underwriters to move applications through from intake to issue. Strong attention to detail and communication are essential.

Qualifications

• Three to five years of underwriting or related experience.
• High accuracy and attention to detail.
• Excellent verbal and written communication skills.
• Ability to work independently and meet deadlines.
• Strong time management and prioritization abilities.

Responsibilities

• Review files for accuracy and apply required changes.
• Verify applicant eligibility for benefits.
• Verify that replacement applications are processed correctly.
• Code MIBs and ensure compliance with regulations.
• Coordinate with underwriters, brokers and other departments during the issue process.
• Prepare and reissue policies and notify reinsurers as needed.
• Manage pending and COD cases, contacting brokers for requirements.
• Provide information on adverse actions to clients and departments.
• Follow up with vendors for outstanding requirements and transfers.

Skills

Underwriting experience

Attention to detail

Time management

Verbal and written communication

Independent work

Education

Associate degree in business or related field

Willing to obtain ACS/PCS/FLMI

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Case Specialist

Full Time Lincoln, NE, US

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

70% Issue approved policies which includes:

• Reviewing file for accuracy and making required changes;
• Verifying that applicant is eligible for benefits applied for;
• Verifying that applications marked as replacements have been processed correctly.
• Coding MIB’s;
• Complying with all company and state regulations;
• Coordinating with underwriters, contact center personnel, brokers and other departments and companies during the issue process;
• Preparing and reissuing policies; and

30% Coordinates application activity for all products, which includes:

• Managing all pending cases and COD cases which includes contacting brokers regarding pending requirements and activating cases when requirements are received;
• Corresponding with brokers via phone, email, and written correspondence by providing information needed to complete application and responding to request for additional information;
• Providing support to assigned underwriter as needed such as sending decline letters, labs, exams and closing cases;
• Providing information regarding adverse actions with various clients and departments;
• Remaining current on compliance for all company and state regulations;
• Following up with vendors for outstanding requirements, labs, exams, etc. and other insurance companies for 1035 exchange and transfers and running illustrations;
• Notifying reinsurers regarding policies with reinsurance; and
• Monitoring and maintaining assigned documents received and assigned underwriter and specialist queues.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Three to five years of experience in Underwriting or related experience required.
• High accuracy and attention to detail.
• Ability to execute tasks with detail and accuracy.
• Ability to adapt successfully to changing situations and procedures.
• Ability to work independently.
• Excellent verbal and written communication skills.
• Skilled in time management, ability to manage multiple priorities and continue to meet or beat deadlines.
• Ability to interact and communicate effectively and professionally with distribution systems, vendors, clients, and co-workers.
• In-depth product knowledge.
• Consistent and reliable attendance Is an essential function of this position.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

• Associate degree in business or related field, or related work experience, or equivalent required.
• Willing to obtain industry designation (ACS, PCS, FLMI)

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to work 40 hours within flex-time guidelines required (plus overtime as needed and/or required)
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired