Saybrus - Sr. Life Case Manager

Saybrus - Sr. Life Case Manager page is loaded Saybrus - Sr. Life Case Manager locationsRemote, CTRemote, MARemote, RIRemote, ORRemote, OK

time typeFull time

posted onPosted 3 Days Ago

job requisition idR3254

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark .

We are proud to offer programs and flexibility that help employees balance work and personal time. Job Summary Case Managers provide new permanent product business support to key business partners. They must independently manage cases by creatively resolving issues, negotiating underwriting offers (where applicable) while leveraging contacts and resources to ensure a desired outcome. Candidates must possess a strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. Responsibilities also include timely communications, assistance in gathering outstanding requirements and overall superior customer service. Case Managers are expected to utilize strong communication skills (verbal and written) to ensure cases move through the new business process in a timely manner. Case managers must work well in a team environment. This role has a direct correlation to the success of the account.* Job Description Duties and Responsibilities Negotiate underwriting offers with the underwriting teams of our Product Partners as appropriate to provide best opportunity for placement. Review and assess requirements, as needed.* Manage the necessary components for the new business process, identifying cases that need special handling. Manage daily workload with emphasis on time management and quality standards.* Proactively follow up and provide communication to support advisor/distributor satisfaction; Ensure cases progress from submission to placement in a timely/efficient manner with superior service. Ensure policy issuance within required timeline.* Use expertise in Life insurance process, terminology, technology to support and enhance daily operations. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value.* Ensure delivery requirements and payments for issued contracts are received in a timely manner.* Serve as a single point of contact to customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries.* Provide continuous scheduled telephone coverage as business needs dictate.* May be responsible for employee training and mentoring.* Perform other duties as assigned Knowledge, Skills and Abilities * Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.* Working knowledge of desktop applications such as Outlook, Word and Excel. Knowledge of Smart Office and Salesforce.com a plus.* Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.* Excellent verbal and written communication skills; clear and effective.* Excellent interpersonal and relationship building skills to interact with internal and external clients.* Discretion while handling confidential matters (e.g., medical records).* Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables.* Comfortable in a team environment and supportive of corporate change. Your success is our business For over a decade, Saybrus Partners has helped to expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions.Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industrys top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings.Customization and dedication are signatures of Saybrus’ approach. Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization. Each financial professional receives tailored service and support according to the practice’s needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.

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