Case Manager

A Day In The Life of a Case Manager

The Case Manager inputs, reviews, and processes life insurance applications as they are submitted. Builds relationships with our agents in order to service and retain their business using a variety of communication methods with the primary method being phone and email.

• Serves as a first-line resource for agents assisting with processing, questions, and time sensitive cases.
• Develops and maintains relationships with internal and external clients to enhance business partnerships on behalf of the Enterprise.
• Recommend steps to agents and internal clients that will move cases to completion within a timely manner.

• Excellent verbal and written communication skills with ability to speak in a calm, concise and empathetic manner.
• Proficient in ability to use multiple computer systems with ability to multi-task.
• Ability to adapt to changing needs and process improvement changes.
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
• Demonstrate strong attention to detail with excellent organizational skills

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.