Case Manager

Responsibilities:Hybrid Position 3 days a week in the office with Monday and Friday at home.Serving as an advocate to facilitate offers and placement of life insurance policies, with focus on high-net-worth clients and large premium casesManaging a case load of 40 to 80 life insurance cases at one time.Reviewing new life insurance applications for completeness and corresponding insurance company guidelines and entering cases into administrative system.Communicate proactively with agents, service providers, home offices and internal marketing managers.Ordering necessary underwriting requirements paramedical exams, attending physician statements, inspectionsRequirements:Positive AttitudeDependableExcellent time management skillsExcellent customer service skillsMust have sense of urgency Ability to build strong working relationshipsExcellent oral and written communication skillsOrganizational skills Strong work ethicAble to work in a fast-paced environment and manage multiple prioritiesQualifications:Minimum of 2 years in brokerage or life insurance companyProficient in Microsoft office suite Knowledge of general underwriting guidelines and life insurance conceptsWilling to train the right person