Case Manager - Temp-to-Hire

Arlington, VA
Jul 27, 2021
Aug 13, 2021
Full Time
A non-profit life insurance association is seeking a New Business Case Manager. The position is responsible for auditing incoming applications by reviewing critical dates, age and signature information, and verifying Member's insurance portfolio does not exceed maximum coverage allowed; ensure a complete, correct and appropriate application has been received according to established audit rules to ensure the new business and underwriting review process is accurate and efficient. The hours are 8am-5pm and this is NOT metro accessible.

  • Serve as liaison between the Member, other companies, vendors, Sales, Underwriting, and/or Customer Service regarding any information required to complete applications in a timely fashion
  • Process applications in appropriate data management systems and imaging/workflow system, and review input for accuracy
  • Become familiar with the policies and procedures of the Association and be capable of communicating information regarding Association insurance and annuity plans directly with members
  • Manage assigned case load through the entire application lifecycle, reviewing status at established intervals, withdrawals, refunds, activations and associated member correspondence, ensure that the company CRM system accurately reflects the status of assigned case load; respond to inquiries relative to the flow of New Business applications in general and a member's account in particular

Job Requirements

  • Bachelor's degree in business or related field, and at least 2-5 years of prior life insurance operational experience required.
  • Working knowledge of operational software, including reporting; concepts, processes, procedures, and practices, including CRM systems/software, phone queue systems, and insurance policy administration system experience is essential.
  • Advanced experience using Word, Excel, and Outlook.
  • Need excellent written and verbal communication skills, interpersonal skills, and the ability to establish and maintain effective working relationships with others, including the ability to train new team members.
  • Must have strong organizational skills, be detail-oriented, and possess sound judgment.

Additional Information

NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Meet Your Recruiter

Julie Segor

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