Senior Life Case Manager, Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Provide new permanent product business support to key business partners as well as expertise. Independently manage cases by creatively resolving issues and negotiating underwriting offers (where applicable) while leveraging contacts and resources to ensure a desired outcome. Must possess a strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. This role provides expertise in the areas of: training, problem resolution and underwriting. Responsibilities also include timely communications, assistance in gathering outstanding requirements and overall superior customer service. Sr. Life Case Managers are expected to utilize strong communication skills oral and written) to ensure cases move through the new business process in a timely manner. The role requires the ability to work well in a team environment. and has a direct correlation to the success of the account.

Job Description

Principal Duties and Responsibilities

• Negotiate underwriting offers with the underwriting teams of our Product Partners, as appropriate, to provide best opportunity for placement. Review and assess requirements, as needed.
• Manage the necessary components for the new business process, identify cases that need special handling. Manage daily workload with emphasis on time management and quality standards.
• Proactively follow up and provide communication to support advisor/distributor satisfaction;
• Responsible to ensure cases progress from submission to placement in a timely/efficient manner with superior service. Ensure policy issuance within required timeline.
• Use expertise in Life insurance process, terminology, technology to support and enhance daily operations. Suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value.
• Serve as a single point of contact to customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries.
• Provide continuous scheduled telephone coverage as business needs dictate.
• May be responsible for employee training and mentoring.
• Works with case managers to problem solve situations and provide recommendation for best outcome.
• Provides feedback to AVP on any trending issues for ultimate resolution and coaching required.
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.
• Strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. Comfortable in a team environment and supportive of corporate change.
• Working knowledge of desktop applications such as Outlook, Word and Excel. Knowledge of Smart Office and Salesforce.com a plus.
• Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.
• Excellent verbal and written communication skills; clear and effective
• Excellent interpersonal and relationship building skills to interact with internal and external clients
• Discretion while handling confidential matters (e.g., medical records)
• Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables

Salary Range: $65,000 to $75,000

Salary offers will vary commensurate with experience, education, skills, and training

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Americans with Disabilities Act (ADA) Statement

Pay Transparency Statement

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.