What are the responsibilities and job description for the Life and Annuity Processing Manager position at Brokerage Solutions?
Position Summary
We are seeking an experienced Case Manager to join our team at Brokerage Solutions. The ideal candidate will have a background in life insurance and annuity operations, excellent communication skills, and the ability to work effectively in a fast-paced environment.
The successful candidate will be responsible for managing and coordinating life insurance & annuities opportunities from start to finish. This includes performing follow-ups, coordinating quotes, and providing exceptional customer service to new and existing clients. Regular communication with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources will be essential to ensure smooth execution of our business objectives.
Key Responsibilities Include:
Requirements:
We are seeking an experienced Case Manager to join our team at Brokerage Solutions. The ideal candidate will have a background in life insurance and annuity operations, excellent communication skills, and the ability to work effectively in a fast-paced environment.
The successful candidate will be responsible for managing and coordinating life insurance & annuities opportunities from start to finish. This includes performing follow-ups, coordinating quotes, and providing exceptional customer service to new and existing clients. Regular communication with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources will be essential to ensure smooth execution of our business objectives.
Key Responsibilities Include:
- Coordinate and execute case processing workflows.
- Offer ongoing support and service to policyowners and advisors.
- Maintain compliance with company policies and regulatory requirements.
- Review documents thoroughly to support new business generation.
- Meet phone and transaction performance targets set by stakeholders.
- Stay up-to-date on medical facility and insurance carrier policies, operational processes, and compliance standards.
Requirements:
- Bachelor's degree or higher.
- Two (2) or more years of experience in Life and Annuity Insurance.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work in a cross-functional team setting.
- Prior experience with iPipeline and SureLC systems is highly preferred.
