Speciality Market Case Manager

Maumee, OH 43537

Posted: 07/17/2019 Job Number: 12965897

Life Settlements
  • Maintain general knowledge of Life Settlements and current market
  • Maintain relationship with Life Settlement brokers and providers
  • Manage the Life Settlement process

  • Maintain general knowledge of annuities and current market
  • Maintain relationship with partners and carriers
  • Manage the annuity process

Disability Insurance
  • Maintain general knowledge of disability insurance and current market
  • Maintain relationship with partners and carriers
  • Manage the disability process

Case Management
  • Understand and collaborate on plan for client
  • Gather medical records and requirements, utilizing other department resources as needed
  • Prepare materials and producer for client meetings
  • Manage the new business process including underwriting, submission and delivery
  • Drive open cases to completion
  • The case manager must understand and be proficient at all underlying duties in the life department such as case administrator, design and inforce duties and may be required to assist in these duties at any time.
  • Maintain knowledge of carrier processes, requirements and guidelines
  • Develop professional relationships with partners and carriers
  • Sit in on client calls/meetings with producer

General Support
  • Update company CRM database
  • Participate in team meetings and offer suggestions for improvement to workflows and procedures
  • Adhere to firm's compliance policies and procedures
  • Other duties as assigned
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