Job Description
Purpose: The Case Manager is responsible for reviewing and processing new insurance applications from application entry to policy placement and acts as liaison between the advisor and insurance carriers to ensure all applications are processed in a timely manner. This employee will maintain primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between advisors, life insurance carriers, and internal resources.
Working Hours: 8:30 a.m.-5:00 p.m., and as otherwise required
Status: Full Time
Essential Duties and Responsibilities:
Required Skills/Abilities :
Physical Requirements:
We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.
We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.
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