Life Insurance Agency: Case Manager Assistant

We are looking for a case manager with strong working knowledge of the Life Insurance industry for our busy independent Life Insurance agency. This assignment will be in our Great Neck office, but will require training in our New York City mid-town office for 4-6 weeks. 
 
 You will be working closely with our current case management staff, as well as the Insurance Operations Manager. You will be responsible for all aspects of underwriting and case management, from submission to completion, for our internal/external agents as well as our external organizations.   

 The ideal candidate would be someone who is flexible and willing to take direction when needed, but understands when it is necessary to be proactive and take charge.  Experience in the Life Insurance industry is essential

Key Responsibilities 

• Review and submission of all new business applications to various life insurance carriers
• Verify if agent is appointed and licensed with the appropriate carrier and state with internal licensing department. 
• Enter case information into proprietary data base system [iPipeline Agency Works] 
• Follow up with pending cases 
• Order medical records/medical exams when requested by carriers 
• Review policies received to make sure they are correct 
• Process all delivery requirements 
• Follow up with carriers to ensure proper processing of all applications 
• Run illustrations via Winflex
• Correspond daily with various agents (internal and external) regarding case status
• Additional office administration responsibilities

Position Requirements

• 3 years of relevant life insurance experience
• Strong analytic skills
• Strong writing and verbal communication skills
• Good ability to work effectively with others
• Career oriented