TruChoice Associate Life Case Manager

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

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Case Managers, Life provides new business support to key business partners. They must independently manage cases by creatively resolving issues, negotiating underwriting offers (where applicable) while leveraging contacts and resources to ensure a desired outcome. Candidates must possess a strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. Responsibilities also include timely communications, assistance in gathering outstanding requirements and overall superior customer service. Case Managers are expected to utilize strong communication skills (verbal and written) to ensure cases move through the new business process in a timely manner. Case managers must work well in a team environment. This role has a direct correlation to the success of the account.

Duties/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.

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.
• Knowledge, Skills, and Abilities 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.

What AmeriLife Offers

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

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

Pay range

Pay range $26.44 to $28.85, based on experience, education, skills, and training.

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.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

• Honesty – We deal truthfully with all of our clients
• Integrity – We always do what is right for our clients
• Accountability – We put our clients’ needs first by taking take ownership of our actions
• Excellence – We do more than our jobs by going the extra mile for our clients
• Courage – We stand up for what is right