Life Insurance Specialist
Life Case ManagerAre you looking for an exciting challenge where you can immediately contribute and make an impact? If so, we are looking for a motivated individual who can work hard and positively contribute to our company culture.Quantum, an entrepreneurial, fast-paced financial sales and marketing firm in North Scottsdale is looking for an in-office Life Case Manager. LCMs are responsible for maintaining primary ownership of Life applications during the underwriting process, which requires consistent communication and coordination between advisors and life insurance carriers. Case managers set agent's expectations appropriately and provide a World Class Customer Service experience throughout the underwriting process. You will be required to assist in ordering, obtaining, and following up on underwriting requirements with each case.
Responsibilities:
Communicate professionally, concisely, and effectively on a daily basis with Client Relationship Managers, advisors, and multiple Insurance Companies in order to expedite the underwriting process Ensure regular written status updates are sent to producer Order, track, review, and report of APS records to various insurance companies Order, track, review, and report medical exams to various insurance companies Order and track tele interviews for various insurance companies Follow up on case status with insurance companies Review policy accuracy, correct errors, and prepare policy for delivery Consistently and effectively update case information into the firm database Essential to success in this position, you will continuously demonstrate your ability to manage multiple, concurrent projects often at various stages of succession in the overall process. Our work environment is dynamic and fast paced; must have aptitude to work under pressure, prioritization, and decision-making abilities as you perform multiple tasks simultaneously Requirements:
2
years in an office environment with client services experience and demonstrated communications and follow up skills Orginized process experience a must Experience in financial industry a plus Experience in Salesforce is a plus All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). The Quantum Group is an Equal Opportunity Employer. Recommended Skills Communication Customer Service Databases Decision Making Entrepreneurship Finance Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
Communicate professionally, concisely, and effectively on a daily basis with Client Relationship Managers, advisors, and multiple Insurance Companies in order to expedite the underwriting process Ensure regular written status updates are sent to producer Order, track, review, and report of APS records to various insurance companies Order, track, review, and report medical exams to various insurance companies Order and track tele interviews for various insurance companies Follow up on case status with insurance companies Review policy accuracy, correct errors, and prepare policy for delivery Consistently and effectively update case information into the firm database Essential to success in this position, you will continuously demonstrate your ability to manage multiple, concurrent projects often at various stages of succession in the overall process. Our work environment is dynamic and fast paced; must have aptitude to work under pressure, prioritization, and decision-making abilities as you perform multiple tasks simultaneously Requirements:
2
years in an office environment with client services experience and demonstrated communications and follow up skills Orginized process experience a must Experience in financial industry a plus Experience in Salesforce is a plus All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). The Quantum Group is an Equal Opportunity Employer. Recommended Skills Communication Customer Service Databases Decision Making Entrepreneurship Finance Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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