Associate Case Manager or Case Manager - 1151

Job Description

Job Description

As an Associate Case Manager, you will obtain the necessary information to underwrite a new business case and provide exceptional customer service to agents and underwriters. Additionally, you will be responsible for processing policies and assisting in the growth of the business.

As a Case Manager, you will also be responsible for obtaining and verifying the information necessary to underwrite a new business case, and to handle complex service requests. You will provide customer service to agents and underwriters, serve as the point of contact for vendor relationships, and provide staff training as necessary.

The level of the position will be determined by relevant skills, experience and qualifications.

This position may offer flexibility through a telecommuting arrangement and can be performed from either the Greater Houston or Greater Binghamton area. If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!

Description of Duties & Responsibilities:

• Provide support and confer with agents by telephone and email. Respond to questions, obtain necessary underwriting requirements and follow up with field on pending offers. Compile appropriate documents and communicate with reinsurers.

• Update the claims and/or underwriting workflow systems, as assigned, with status of policy requirements. Verify accuracy and completeness of input data before submitting updates.

• Keep records of customer interactions and transactions, recording details of inquiries and comments as well as actions taken.

• Review initial forms for completeness and follow-up for missing information. Review and approve final policy documents for release.

• Set-up and process exam only and informal inquiry files.

• Obtain proper authorizations, research physicians, affiliates and addresses and verify that necessary forms have been received prior to ordering reports. Order necessary reports, receive APS, replies from MDs and reimburse appropriate party for records. Provide follow-up when necessary.

• Prepare and process reinstatement and exchange paperwork for Underwriters. Process full term conversions as assigned.

• Issue annuity contracts and life policies. Review submitted paperwork, verify guidelines are met and obtain necessary approvals for issuance. Prepare policy/contract amendments and pay initial premiums to place policy in force.

• Review and process requests for reissue policies. Process incoming mail, faxes and medical releases. Retire inactive cases and process policies not taken.

• Keep up-to-date with the qualifications and requirements of assigned areas that may include underwriting programs, replacement procedures, claims and new business, in order to comply with Company and state rules and regulations.

Additional Duties & Responsibilities of a Case Manager:

• Build and maintain vendor relationships. Prepare, reconcile and process vendor bills.

• Process complex term conversions including but not limited to partial term conversions, term conversions that require underwriting, custom term rider/primary insured rider term conversions and convert and combine term conversions. 

• Assist with obtaining initial claims forms and order necessary reports.

• Act as a mentor for other co-workers and provide feedback to manager as necessary.

Skills & Experience:

• 1-2 years of related experience is required.

• Experience in Customer Service required. 

• Basic knowledge of Microsoft Word and Excel required. 

• Intermediate knowledge of Microsoft Word and Excel preferred.

• Life insurance experience preferred.

• Industry recognized certifications preferred. 

• Excellent written and verbal communication skills.

• Excellent data entry skills.

• Ability to learn and follow applicable regulations and company procedures.

• Ability to perform work accurately and thoroughly.

• Ability to pay close attention to detail.

• Ability to prioritize and organize a heavy workload.

• Must demonstrate a “can-do” attitude by taking initiative, being enthusiastic, flexible and dependable.

Additional Skills & Experience of a Case Manager:

• Experience in a life insurance or closely related setting required. 

Education Required for an Associate Case Manager: High School Diploma or equivalent required. Associate’s degree in business is preferred.

Education Required for a Case Manager: Associate degree in business required. A degree in related field of study is acceptable.

Pay Range for Associate Case Manager: $19.02 to $21.03 hourly

Pay Range for Case Manager: $19.88 to $23.00 hourly

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer

About SML:

Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.

We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.

We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.

At Security Mutual our employees are among the Company’s most valued assets. We offer competitive salary and benefits and our work environment reflects the Company’s core values of trust, respect and integrity.

Federal & State Labor Law Posters