2 дня назад
Operations Case Manager (Life and Health Insurance)
21 - 29$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Case Manager (Life and Health Insurance): Managing Life and Health insurance applications and new business cases for field staff with an accent on case accuracy, timely follow-up, regulatory requirements, and advisor and client experience. Focus on handling complex cases, resolving missing or incomplete information, influencing stakeholders without authority, and driving continuous process improvement.
Location: Remote within the United States; Monday–Friday, 8:30am–5pm CT
Salary: $21.83–$29.53 per hour
Company
provides financial and insurance products intended to help people manage money and live balanced and generous lives.
What you will do
- Act as a dedicated point of contact for assigned field staff regarding Life and Health applications, contract changes, underwriting, and new business.
- Manage the full life cycle of applications, prioritizing cases and ensuring accurate, timely handling with minimal direction.
- Review applications and documentation for completeness before submission and follow up on missing or incomplete information.
- Handle phone, email, and Teams communications, including sensitive information, complaints, product education, and regulatory guidance.
- Provide updates on critical cases to field staff, corporate stakeholders, executives, and internal teams.
- Identify process improvements, collaborate across Operations, and influence outcomes without formal authority.
Requirements
- College degree or equivalent work experience.
- At least 2 years of experience in financial services; experience with life or health insurance, sales, or customer service is preferred.
- Excellent oral and written communication skills with a high level of professionalism.
- Strong interpersonal, analytical, negotiation, organization, prioritization, and problem-solving skills.
- Ability to manage complex cases, exercise independent judgment, adapt to changing demand, and work with little direction.
- Ability to build business relationships, influence without authority, and take ownership with high accountability.
Culture & Benefits
- Remote work with a Monday–Friday schedule aligned to Central Time.
- Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
- 401(k), pension, life, disability, and supplemental protection insurance.
- 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave.
- Potential bonus and incentive programs, employee assistance, and well-being benefits.
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