Annuity & Life Case Manager
Company: Asset Marketing Systems
Location: San Diego
Posted on: May 16, 2022
Role: -Under general supervision, responsible for quality
control for new annuity & life business case management functions.
-This includes, but is not limited to, obtaining medical offers,
assisting in maintaining documents for in-house case management,
accessing case management software systems, and handling of
incoming mail. Position requires a high level of attention to
detail, strong communication skills, and a high level of customer
Essential Duties and Responsibilities:
- - - - - - - - - Case Management
o - - -Track submitted life & proprietary annuity applications in
case management software.
o - - -Review all applications for completeness by performing
quality control procedures.
o - - -Order all necessary case requirements from carriers,
vendors, and producers.
o - - -Monitor case progress with both producers, carriers, and
update software accordingly.
o - - -Maintain detailed case progress in software and communicate
all case updates to producers.
o - - -Have knowledge of running term illustrations and ordering
permanent illustrations from product specialists.
o - - -Perform impaired risk inquiries to obtain tentative
- - - - - - - - - Phone Communication
o - - -Field incoming calls requesting case updates and questions
o - - -Field incoming calls requesting forms, documents, and
website support for producers and/or their staff.
- - - - - - - - - Services
o - - -Provide ongoing training to producers and/or their staff on
annuity & life new business, processing, and website features.
o - - -Assist producers with electronic applications, including
training and troubleshooting.
- - - - - - - - - Procedure/Documentation/Manual Maintenance
o - - -Assist with procedural documentation to assist with various
case management efforts.
o - - -Assist in keeping manuals and other reference documentation
o - - -Performing quality control procedures on policies received
and mail out accordingly
- - - - - - - - -Minimum Education Required: -High School Diploma
required, Associates or equivalent a plus
- - - - - - - - -Minimum Experience Required: 2+ years' experience
as a case management specialist or equivalent experience in the
insurance industry or related industry that requires document
- - - - - - - - -Ability to collaborate effectively and
productively in a team environment.
- - - - - - - - -Excellent verbal and written communication skills,
with the ability to build relationships over the phone.
- - - - - - - - -Strong problem solving, project management, and
organizational skills with the ability to manage multiple tasks and
adapt to change.
- - - - - - - - -Proficient with Microsoft Office Suite, Zoom, and
Physical demands and work environment: -The physical demands and
work environment characteristics described here are representative
of those that must be met by an employee to successfully perform
the essential functions of this job. -Reasonable accommodations may
be made to enable individuals with disabilities to perform the
essential functions. Work occasional evening, weekends, and attend
events as required.
- - - - - - - - - Physical demands: - While performing the duties
of this job, the employee is frequently required to sit, use hands
to finger, handle, feel objects, and type on keyboard, reach with
hands and arms, talk and hear. -Specific vision abilities required
by the job include close vision, distance vision, depth perception,
and the ability to adjust focus.
- - - - - - - - - Work environment: - The noise level in the work
environment is usually minimal, professional and
Keywords: Asset Marketing Systems, San Diego , Annuity & Life Case Manager, Executive , San Diego, California
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