Life Insurance Case Manager & Sales Support

RemX | The Workforce Experts; Fort Washington (Montgomery County); On-site; USD 42,000 - 64,000; Full time

Job summary

A leading staffing and workforce solutions provider is looking for a detail-oriented Case Manager/Sales Support to ensure the efficient processing of life insurance and settlement cases. The role involves overseeing workflows, coordinating with medical facilities, and adhering to compliance standards. The ideal candidate possesses excellent communication skills, organizational abilities, and thrives under pressure. This is an opportunity to be part of a collaborative team in a fast-paced environment.

Qualifications

• Excellent verbal, written, and interpersonal communication skills.
• Strong attention to detail with the ability to multitask and prioritize under deadlines.
• Highly organized and able to maintain accuracy in a fast-paced environment.
• Proven ability to work collaboratively within a cross-functional team.

Responsibilities

• Oversee the case processing workflow from start to finish, ensuring timely and accurate completion.
• Review and verify case documentation for accuracy and completeness.
• Coordinate with medical facilities to obtain medical records for underwriting.
• Gather and analyze life insurance policy information and related materials.
• Maintain knowledge of carrier requirements and compliance regulations.
• Ensure adherence to company policies and legal requirements.
• Collaborate with cross-functional teams to resolve issues.

Skills

Excellent verbal communication skills

Strong attention to detail

Ability to multitask

Organizational skills

Interpersonal communication skills

Job description

A leading staffing and workforce solutions provider is looking for a detail-oriented Case Manager/Sales Support to ensure the efficient processing of life insurance and settlement cases. The role involves overseeing workflows, coordinating with medical facilities, and adhering to compliance standards. The ideal candidate possesses excellent communication skills, organizational abilities, and thrives under pressure. This is an opportunity to be part of a collaborative team in a fast-paced environment.