Life Case Manager - Accelerate Underwriting & New Business

Amerilife Group, LLC; Minnesota; On-site; USD 36,000 - 40,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife in Minnesota is seeking a Case Manager, Life to provide new business support to key partners. You will independently manage cases, negotiate underwriting offers, and troubleshoot delays in the life insurance process. You will communicate clearly, work well in a team, and ensure timely policy issuance while delivering superior service.

Knowledge of Outlook, Word and Excel is expected. This role emphasizes ownership, problem solving, and delivering exceptional customer service in a

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.
• Working knowledge of desktop applications such as Outlook, Word and Excel.
• Knowledge of Smart Office and Salesforce.com a plus.
• Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.
• Excellent verbal and written communication skills; clear and effective.
• Excellent interpersonal and relationship building skills to interact with internal and external clients.
• Discretion while handling confidential matters (e.g., medical records).
• Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables.
• Comfortable in a team environment and supportive of corporate change.

Responsibilities

• Authority to exercise discretion and independent judgment — including considering, comparing, and evaluating assigned functions, as well as, providing recommendations to leadership pertaining to business efficiencies and other items of importance
• Negotiate underwriting offers with the underwriting teams of our Product Partners as appropriate to provide best opportunity for placement.
• Review and assess requirements, as needed.
• Manage the necessary components for the new business process, identifying cases that need special handling.
• Manage daily workload with emphasis on time management and quality standards.
• Proactively follow up and provide communication to support advisor/distributor satisfaction; ensure cases progress from submission to placement in a timely/efficient manner with superior service.
• Ensure policy issuance within required timeline.
• Use expertise in life insurance process, terminology, technology to support and enhance daily operations.
• Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests.
• Explore opportunities to add value.
• Ensure delivery requirements and payments for issued contracts are received in a timely manner.
• Serve as a single point of contact to customers.
• Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner.
• Proactively resolve any issues and inquiries.
• Provide continuous scheduled telephone coverage as business needs dictate.
• May be responsible for employee training and mentoring.
• Perform other duties as assigned.

Skills

Verbal and written communication

Critical thinking

Independent work

Team collaboration

Tools

Outlook

Word

Excel

Salesforce

Smart Office

Job description

AmeriLife in Minnesota is seeking a Case Manager, Life to provide new business support to key partners. You will independently manage cases, negotiate underwriting offers, and troubleshoot delays in the life insurance process. You will communicate clearly, work well in a team, and ensure timely policy issuance while delivering superior service.

Knowledge of Outlook, Word and Excel is expected. This role emphasizes ownership, problem solving, and delivering exceptional customer service in a