Life Insurance Case Manager
The Producers Group (La Jolla/UTC area) - San Diego, CA

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Summary:

Successful Life Insurance Brokerage Agency is seeking a highly motivated and organized individual with general agency or life insurance carrier case management experience. Candidate must possess the ability to handle a high volume workload with a strong sense of urgency. Company culture is high volume, quick turn around and customer centric.

Duties and Responsibilities:

  • Provide full case management support including determination of goals, needs, best processing documentation and status
  • Anticipate potential problems and concerns and provide solutions to prevent or resolve
  • Negotiate with carrier for approvals/improved offers
  • Delegate tasks to Case Manager Assistant and prioritize to ensure deadlines are met

Desired Skills/Experience:

  • Minimum of 4-5 years life insurance case management experience either in an agency or at a carrier required
  • Extensive knowledge of new business processes, forms, carrier underwriting requirements and case management processing in a general agency environment
  • Strong knowledge of life products required
  • Experience advocating with carriers for solutions for our agent’s clients
  • Ability to effectively communicate with agents, carriers and internal customers (verbally and in writing)
  • Strong understanding in determining carrier capacity limits
  • Problem solving skills to include the ability to negotiate offers with carriers
  • Ability to read and understand Illustrations
  • Experience utilizing Agency Management System
  • Proven ability to effectively work with external and internal customers in providing excellent customer service
  • Demonstrated experience in handling confidential and sensitive information
  • Ability to complete tasks timely, efficiently and with a high degree of accuracy and urgency
  • Excellent technical skills to handle a paperless environment and research carrier & vendor websites for information
  • Ability to work in a cross-functional team environment
  • Knowledge of Annuity, Disability or Long Term Care a plus
  • Proficient in speaking Mandarin and/or Cantonese preferred

For immediate consideration, please submit resume and salary requirements.


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