Case Manager, New Business
On-siteCincinnati, Ohio, United States
Job Summary
Manage life insurance applications by resolving inquiries via telephone, email, or correspondence and analyzing policy information to provide accurate details to clients and agents. Process accounting items, determine case activation status, and review Underwriter cases for completeness before coding and issuing policies within established time guidelines. Handle exception processing where precedents are not established, ensuring compliance with privacy, legal, SEC, and tax ramifications while performing refund transactions and updating policy records. Identify system or procedural problems to recommend improvements and verify guardianship documents, power of attorneys, and trust agreements. Work independently with minimal supervision to make decisions on established ranges, escalating issues as necessary, and maintain compliance with state and federal life insurance guidelines including producer licensing and replacement rules.
Required Qualifications
- High School Diploma
- Proven success in a Specialist and/or Analyst role and/or comparable position
- Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on time
- Experience identifying and resolving problems where independent decision-making and self-initiative were demonstrated
- Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations
- Demonstrated experience effectively handling customers and providing excellent service
- Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions
- Must demonstrate strong attention to detail with excellent organizational skills
- Possesses and displays excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style
- Ability to make repetitive motions of the wrists, hands and/or fingers
- Must cite examples of working independently and consistently meeting productivity and quality goals
- Proven ability to record and deliver information, to explain procedures, to follow oral and written instructions and to communicate effectively and efficiently
Desired Qualifications
- Associate's Degree
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