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Senior Case Manager (Life Insurance)

Company: The Producers Group
Location: San Diego
Posted on: May 19, 2019

Job Description:

Summary: San Diego based Life Insurance Brokerage is seeking a highly motivated and organized individual with brokerage general agency or life insurance carrier case management experience. Candidate must be a team player and possess ability to handle a high volume workload with a strong sense of urgency. Company culture is quick turn around and customer centric. Duties and Responsibilities: Provide full case management support on formal and informal life insurance cases. Negotiate with carriers for approvals/improved offers. Utilize financial underwriting knowledge to secure large lines of coverage. Assist agent in determining goals, needs, and best processing path. Communicate complex carrier concepts, nuances, and niches to provide agent best carrier fit for client. Determine if underwriting assessment will meet pricing goals and recommend carriers. Build strong relationships with carrier contacts and underwriters to obtain results needed to procure best offer. Desired Skills/Experience: Minimum of 5 years life insurance case management experience in a brokerage general agency or life insurance carrier. Demonstrated ability to effectively work and communicate with agents, carriers and internal customers resulting in excellent customer service. Extensive knowledge of case management processing, carrier underwriting requirements, new business processes and forms in a brokerage general agency environment. Strong knowledge of life insurance products and illustrations. Ability to complete tasks timely, efficiently and with a high degree of accuracy and urgency. Demonstrated experience in handling confidential and sensitive information. Detailed oriented and proven ability to multi-task. Ability to work in a cross-functional team environment. Understanding of reinsurance markets, carrier retention and capacity limits. Experience utilizing agency management system. For immediate consideration, please submit resume and salary requirements to careersthepg.com.

Keywords: The Producers Group, San Diego , Senior Case Manager (Life Insurance), Executive , San Diego, California

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