Internal Sales Support

Coventry

Fort Washington (Montgomery County)

On-site

USD 55,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Student loan repayment program
Health, Dental, Rx and Vision coverage
401K match
Generous paid time off
Training and mentoring programs
Company sponsored events

Job summary

Coventry is seeking a Case Manager to actively manage life settlement cases through the pipeline. You will work with internal departments, medical facilities, and life insurance carriers to collect information, drive progression, and ensure efficient processing.

A Bachelor’s degree is required and a competitive salary is offered. The role emphasizes project management, communication, and the ability to work in a cross-functional team while providing training and mentoring opportunities and a

Qualifications

  • Bachelor’s degree required.
  • Strong project management and communication skills.
  • Ability to work with multiple internal departments and external partners.

Responsibilities

  • Drive and manage the case processing workflow for life settlement cases.
  • Coordinate with medical facilities and life insurance carriers to collect information and move cases forward.
  • Ensure HIPAA and company policies are followed in handling personal health information.
  • Meet performance targets for phone and transaction metrics defined by leadership.
  • Maintain strong attention to detail in a fast-paced environment.
  • Collaborate across cross-functional teams to complete cases.

Skills

Project management
Communication
Cross-functional teamwork

Education

Bachelor's degree

Job description

Coventry is a specialty finance company with an expertise in life insurance. Specifically, we create and invest in insurance-based assets, and we’re the leader and creator of the secondary market for life insurance. Over the last 22 years, we’ve delivered more than $4.5 billion to life insurance policyowners.

The continued success of our company is the result of the hard work and dedication of our employees, and the continued pursuit of top candidates. We know that without the best team, we cannot be the best firm. Our organization is built on strong values designed to foster leadership and reward success. We’re proud of the fact that more than 80% of our management team were promoted from within, and we strive to provide an environment supportive of career progression.

About the role:

As a Case Manager, you will actively manage and facilitate the smooth and efficient processing of life settlement cases through the pipeline. You will be a valuable member of a regional team, working directly with multiple internal departments, medical facilities and life insurance carriers to collect information, drive case progression and ensure efficient processing of each case. The ideal candidate will possess strong project management and communication skills, building consensus with a wide variety of internal and external audiences and mastering carrier workflows.

Key job responsibilities:
  • Drive and manage the case processing workflow, including reviewing documentation for accuracy, compiling medical records for underwriting and gathering life insurance policy information for analysis.

  • Stay current on medical facility and life insurance carrier policies, operational process flows and compliance criteria.

  • Adhere to company policies and legal requirements regarding personal health information.

  • Achieve required phone and transaction performance as defined by VP, Case Management.

  • Excellent verbal, written and interpersonal communication skills.

  • Strong attention to detail, highly organized and ability to maintain accuracy under time constraints.

  • Ability to work in a cross functional team setting.

  • Bachelor’s degree required.

  • A competitive salary commensurate with experience.

  • Student loan repayment program.

  • Health, Dental, Rx and Vision coverage.

  • 401K match.

  • Generous paid time off.

  • Training and mentoring programs.

  • Company sponsored events throughout the year.

  • Opportunities to earn bonuses and other perks.

Coventry is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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