Senior Life Case Manager, Specialist

AMERILIFE US, LLC; Pennsylvania; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits

PTO, medical, dental, vision

Retirement savings plan

Job summary

Saybrus Partners seeks a Sr. Life Case Manager to provide permanent life insurance case management, resolve issues, and negotiate underwriting offers.

You will leverage your knowledge of the life insurance process to ensure timely moves through new business, while training teammates and supporting clients. Candidates should have strong communication skills, be able to work in a team, and manage complex cases in a fast-paced environment.

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products.
• Strong knowledge of the life insurance process and ability to troubleshoot cycle delays.
• Team-oriented, adaptable to change, and able to communicate clearly in writing and speaking.
• Proficiency with Outlook, Word and Excel; familiarity with Salesforce.com is a plus.

Responsibilities

• Negotiate underwriting offers with product partners to optimize placement opportunities.
• Review requirements and manage components of the new business process.
• Maintain daily workload with emphasis on time management and quality.
• Provide proactive communications to support advisor/distributor satisfaction.
• Ensure policy issuance within required timelines and deliver superior service.

Skills

Life insurance knowledge

Underwriting experience

Problem solving

Strong communication

Team player

Independent worker

Outlook

Word

Excel

Salesforce.com

Smart Office

Tools

Outlook

Word

Excel

Smart Office

Salesforce.com

Job description

Why Saybrus?

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance.

Many of our employees work from their homes, while others are based in our Hartford, CT headquarters.

Job Summary

Provide new permanent product business support to key business partners as well as expertise. Independently manage cases by creatively resolving issues and negotiating underwriting offers (where applicable) while leveraging contacts and resources to ensure a desired outcome. Must possess a strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. This role provides expertise in the areas of: training, problem resolution and underwriting. Responsibilities also include timely communications, assistance in gathering outstanding requirements and overall superior customer service. Sr. Life Case Managers are expected to utilize strong communication skills oral and written) to ensure cases move through the new business process in a timely manner. The role requires the ability to work well in a team environment. and has a direct correlation to the success of the account.

Job Description

Principal Duties and Responsibilities

• 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, identify 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;
• Responsible to 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.
• Suggest innovative solutions to meet branch/client needs while undertaking new and different requests.
• Explore opportunities to add value.
• 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.
• Works with case managers to problem solve situations and provide recommendation for best outcome.
• Provides feedback to AVP on any trending issues for ultimate resolution and coaching required.
• Perform other duties as assigned.

Knowledge, Skills and Abilities

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.
• Strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays.
• Comfortable in a team environment and supportive of corporate change.
• 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.

Salary Range

Salary Range: $65,000 to $75,000

Salary offers will vary commensurate with experience, education, skills, and training.

What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization.

All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws.

Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process.

Requests for accommodation will be handled confidentially.

If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.

Compensation for this role will be determined based on skills, qualifications, experience, and market factors.

Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request.

Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law.

Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law.

All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.

If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Your Success Is Our Business

For over a decade, Saybrus Partners has helped to expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions. Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings. Customization and dedication are signatures of Saybrus’ approach. Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization. Each financial professional receives tailored service and support according to the practice’s needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.