Multi-Life Case Manager

Jobtailor; Illinois; On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor is seeking a seasoned Enrollment Specialist in Illinois to lead strategy and execution of GSI enrollment processes. You will coordinate cross-functional efforts with underwriters, advisors, and clients, ensuring accurate eligibility checks, billing, and timely delivery of policies.

The role emphasizes relationship management, multi-tasking, and strong technical aptitude with MS Office. A Life & Health license is preferred but not mandatory.

Qualifications

• Bachelor’s degree or equivalent business experience required.
• 5+ years of related industry experience.
• Strong communication and relationship management skills.
• Proficient in Word, PowerPoint, Excel.
• Strong organizational and multitasking abilities.
• Life & Health license preferred.

Responsibilities

• Learn and become an expert in GSI enrollment processes.
• Understand and leverage enrollment capabilities, services and tools.
• Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness.
• Manage plans based on issued offers.
• Develop and communicate enrollment strategy with both internal/external partners.
• Develop enrollment project plans.
• Develop employee communication and education tools and materials.
• Review eligibility files for quality and accuracy.
• Coordinate billing.
• Process plan terminations and porting of policies.
• Process ad hoc newly eligible enrollments
• Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Learn and become an expert in Agency Management Systems

Skills

Enrollment Strategy

Eligibility Review

Billing Coordination

Plan Termination

Ad Hoc Enrollment

Education

Bachelor’s degree or equivalent

Life & Health License preferred

Tools

MS Office Suite

Job description

Responsibilities

• Learn and become an expert in GSI enrollment processes
• Understand and leverage enrollment capabilities, services and tools
• Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness
• Manage plans based on issued offers
• Develop and communicate enrollment strategy with both internal/external partners
• Develop enrollment project plans
• Develop employee communication and education tools and materials
• Review eligibility files for quality and accuracy
• Coordinate billing
• Process plan terminations and porting of policies
• Process ad hoc newly eligible enrollments
• Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Learn and become an expert in Agency Management Systems

Requirements

• Bachelor’s degree or equivalent business experience required
• Strong growth and business development orientation
• Proficient in Microsoft Office – Word, PowerPoint, Excel
• Strong technical aptitude – ability to utilize and leverage technology and systems
• Strong organization skills/ability to manage multiple demands and priorities
• Excellent problem solving and critical thinking skills
• Outgoing, excellent communication skills – both written and verbal
• Ability to work/partner with a close team
• Strong relationship management skills
• Results oriented
• 5+ years of related industry experience
• Life & Health license preferred

Hard Skills

• Enrollment Strategy Development
• Eligibility File Review
• Billing Coordination
• Plan Termination Processing
• Ad Hoc Enrollment Processing

Soft Skills

• Problem Solving
• Critical Thinking
• Organization Skills
• Relationship Management
• Team Collaboration

Certifications & Qualifications

• Life & Health License