Life Case Manager

Life Case Manager

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 employees is the same service-centered culture as we had in 1971. Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Responsibilities: Life Case Managers are advocates for advisors and their clients. They are a liaison between financial professionals and insurance carriers. To be successful, you will:

• Efficiently manage the submission of life insurance applications to the appropriate carrier.
• Monitor case progress, track down requirements and provide ongoing status updates.
• Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions.
• Advocate and negotiate with insurance carrier on formal offers, as needed.
• Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities.
• Continuously look for ways to expedite and improve our processes and service.
• Communicate via email and phone to advisors in conjunction with supporting their various cases and service needs.
• Maintain positive relationships with your agents and underwriters to ensure a positive experience.
• Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
• Have a sense of urgency without losing attention to detail, and the ability to multi-task.

Talents & Abilities:

• Positive attitude, team spirit
• Strong communication and customer service skills
• Willingness to take initiative, exhibit creative thinking and take ownership of a situation
• Negotiation skills to influence successful outcomes
• Comfortable and confident in a fast-paced customer service environment
• Strong phone and computer skills - specifically Microsoft Excel and Word - with the ability to quickly learn our internal and carrier software

Education & Experience:

• Bachelor's degree OR
• Associate degree with 1-2 years relevant experience OR
• Minimum of three years of business experience with a focus in finance, insurance, or medical terminology