Insurance Case Manager - High-Volume, Detail-Driven

Edgewoodpartnersinsurancecenter; New Castle (PA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Generous PTO

PTO for salaried/exempt employees

12 company-observed holidays

Parental leave

Job summary

EPIC is hiring for an in-office position in the New Castle, PA area. The role involves reviewing applications, requesting forms, and guiding clients through policy delivery while ensuring compliance with insurance guidelines. You will create illustrations and manage a substantial caseload with strict turnaround expectations.

A high school diploma is required, with an associate's degree preferred. Ideal candidates have superior attention to detail, excellent customer service, and strong

Qualifications

• High School Diploma required; certificate or Associates Degree preferred.
• Strong attention to detail and ability to follow insurance company guidelines for applications, forms, and procedures.
• Excellent customer service skills and ability to multitask in a fast-paced environment.

Responsibilities

• Review incoming applications and ensure applications are complete and include all necessary forms.
• Request forms and information from clients and follow up accordingly.
• Provide instructions to Processing Specialists regarding e-mail communication to be sent to clients.
• Review policies for accuracy and determine remaining requirements before policy delivery.
• Create insurance illustrations using carrier-specific tools.
• Manage a large caseload with an average turnaround time of 70 days or less.
• Interpret insurance company guidelines and instruct Clerical Support Specialists accordingly.
• Review client files to ensure compliance with company standards.
• Ensure 100% compliance with insurance company guidelines for applications and forms.
• Communicate premium payment requirements to clients clearly.
• Adapt to change in a fast-paced environment.

Skills

Attention to detail

Insurance guidelines

Customer service

Multitasking

MS Office

Google Drive/Sheets/Docs

Education

High School Diploma

Associate’s degree preferred

Tools

Outlook

Word

Google Drive

Google Sheets

Google Docs

Job description

EPIC is hiring for an in-office position in the New Castle, PA area. The role involves reviewing applications, requesting forms, and guiding clients through policy delivery while ensuring compliance with insurance guidelines. You will create illustrations and manage a substantial caseload with strict turnaround expectations.

A high school diploma is required, with an associate's degree preferred. Ideal candidates have superior attention to detail, excellent customer service, and strong