Job Description

Job Summary The Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can-do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility. Job Summary The Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can-do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility. Primary Responsibilities Demonstrate thorough knowledge of all systems to complete duties and serve as a resource for others. Apply understanding of relevant laws, regulations, and rules. Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation. Facilitate the ordering and retrieval of all necessary underwriting requirements. Coordinate suitability approvals and agent signature requirements to ensure regulatory compliance. Maintain detailed, compliant, and accurate files, ensuring electronic files are complete after policy issuance. Provide timely follow-up and status reports. Set up policies for issue, assemble policies, and secure final delivery documents. Perform imaging, faxing, copying, and filing tasks, consistently meeting or exceeding departmental productivity and quality standards. Perform other duties as assigned Primary Skills & Requirements High School degree or equivalent 2-4 years of relevant experience Consistent attention to detail and a focused sense of urgency Superior verbal, written and presentation skills, including strong documentation expertise Strong organization and time management skills; including follow up and completion Demonstrated problem solving and analytical skills Self-starter who can work independently with little supervision while contributing as a team member About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr Integrity

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