Case Manager / Processor

SEEKING CASE MANAGERS AND PROCESSORS

 

We're seeking a highly skilled and motivated full-time CASE MANAGER and PROCESSORS to join our team and assist our customers by phone and over the Internet. This is a high volume, full-time position.

  Fun people to work with Casual dress Promotions available

 

Job Requirements: Data entry skills and keyboarding skills of 60+wpm preferred – accuracy is a must! Excellent customer service and administrative skills with a customer-focused attitude Highly organized with sound judgment and excellent time management skills Excellent analytical and problem-solving skills with ability to learn quickly and independently Strong understanding of computer systems and software, including email, browsers, etc. Effective communication skills, verbal and written, with excellent phone etiquette skills Able to work well under pressure to meet deadlines and maintain high attention of detail Ability to multi-task and prioritize competing tasks by determining the highest value on return

Also a plus: Background in insurance, sales and banking industry preferred Prior customer service experience or formal training Previous outbound calling experience/training; call center or telemarketing experience/training College level experience a plus

 

 

Responsibilities:

Provide quality customer service for clients and internal sales staff while assisting in following up on cases that have moved into the underwriting stage of our lifecycle; Verify applicant contact information, vital and confidential information, update customers on policy status, and explain discrepancies or process. Handle multiple open applications and pending documents concurrently. Proofread/quality check life insurance applications Manage multi-projects in time-compressed situations. Process and review all life insurance documents cases in a fast-paced environment. Track and monitor underwriting of insurance policies from application to policy approval. Cross-reference incoming policy for accuracy, to application, database and carrier's website when necessary. Prepare policies to be delivered to client and update database with the vital information. Review the delivery requirements with the database before sending on to the carrier. Maintain regular contact with clients to inform them of the status of their application. Develop and maintain healthy business relationships with our underwriters. Meet and exceed daily quotas Communicate regularly all parties.

 

Case Managers are an important part of our team. As a Case Manager you will have the opportunity to shape your career with your skills, experience, ambition, and interests.