Remote Life Insurance Case Manager & Underwriting Liaison

Advisor Group; Birmingham (AL); Remote; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time away

Volunteer days

Job summary

Highland Capital Brokerage, part of Osaic, is seeking a Case Manager. This role may be remote or in one of our offices.

You will manage life, LTC and DI applications, coordinating communications between agents, partners, vendors and carriers to ensure timely processing. Responsibilities include reviewing applications for accuracy, ordering medical records, assessing risk with underwriters, and supporting illustrations and policy issue.

Qualifications

• Minimum five years in Brokerage New Business, General Agency or Life Insurance company experience.
• Knowledge of medical and/or financial underwriting terminology is a plus.
• Ability to Multi-Task
• Time management and organizational skills

Responsibilities

• Review Life Applications for completeness and notify Agents/FA’s and VP's of missing forms or information needed.
• Verify that telephone/personal history interviews and inspection reports have been ordered.
• Review exam and non-medical requirements to determine risk class using Highland tools.
• Be proficient in financial underwriting for personal, estate planning and business insurance explanations of coverage and amounts.
• Order medical records and communicate with carrier underwriters.
• Responsible for APS follow-up with vendors or doctors and manage expectations.
• Review APS records for completeness and additional records needed.
• Reconcile pending requirements and requests with Agents and VP’s.
• Order illustrations and verify riders and 1035X involvement if needed.
• Prepare transmittals or cover letters to carriers.
• Use Paperclip for submitting and storing files.
• Respond to requests for applications.
• Be familiar with underwriting guidelines for non-U.S. citizens and residency status.

Skills

Communication skills

Time management

Multi-tasking

Detail oriented

Proactive

Education

Bachelor’s degree preferred

Associate’s Degree required

Industry designations are a plus

Tools

iPipeline

Agency Integrator

Paper Clip

Job description

Highland Capital Brokerage, part of Osaic, is seeking a Case Manager. This role may be remote or in one of our offices.

You will manage life, LTC and DI applications, coordinating communications between agents, partners, vendors and carriers to ensure timely processing. Responsibilities include reviewing applications for accuracy, ordering medical records, assessing risk with underwriters, and supporting illustrations and policy issue.