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As a Life Insurance Case Manager, you will play a crucial role in ensuring the efficient processing and management of life insurance cases from application submission to policy issuance. Your responsibilities will include reviewing applications, liaising with underwriters, coordinating with clients, and ensuring all necessary documentation is accurate and complete. The ideal candidate will have a strong understanding of life insurance products, excellent organizational skills, and a commitment to providing exceptional customer service.
The Life Operations Case Manager will report to the Regional Manager for the market assigned. As part of a collaborative team environment, you will work with the Life Operations Supervisor, Manager, and other key members of the sales organization.
Job Duties
Reconcile outstanding pending case requirements and requests for additional information with agents. Identify any missing information or discrepancies and collaborate with agents or clients to obtain the necessary details. Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc. Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires.
Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel.
Serve as a liaison between ACE Operations, AAA Life New Business and Underwriting, external vendors, Insurance Agents, and Managers
Provides input that may lead to simplification of the business model in forms, technology, processes, and all day-to-day activities.
Qualifications
Associates Equivalent combination of education and experience Preferred
1-3 years Business transaction processing or related experience Required
1-3 years Life insurance sale/service Preferred
Excellent written and verbal communication skills.
Proficient in all Microsoft Office Suite applications.
Ability to use salesforce.com, FAST AS400, Life Desk and/or other systems/tools.
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Remarkable benefits:
•   Health coverage for medical, dental, vision
•   401(K) saving plan with company match AND Pension
•   Tuition assistance
•   PTO for community volunteer programs
•   Wellness program
•   Employee discounts (membership, insurance, travel, entertainment, services and more!)
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer
