Insight Global is looking for a Case Manager to work for an Insurance/Financial Services organization. Responsibilities Include:
* Act as the primary liaison with advisors and the insurance companies during the underwriting process
* Schedule medical examinations
* Order attending physicians' statements and inspection reports
* Review applications for accuracy/missing information and identify any medical impairments that would require review of medical records
* Follow up with carriers on a consistent basis for underwriting status
* Negotiate with carriers, as needed, to obtain best possible underwriting offer
* Update advisors on a consistent basis regarding the status of underwriting
* Review policies for accuracy and prepare policy delivery requirements
* Develop professional relationships with partner carriers and vendors
* Develop knowledge of carrier products
* Use of an agency management software like Agency Integrator, One HQ, etc.
* File management with Paperclip or similar software
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.