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Integrity · 3 hours ago

Relationship Case Manager, Life

Fort Wayne, IN

Full-time

Onsite

Mid Level

3+ years exp

Integrity Marketing Group is one of the nation’s leading independent distributors of life, health and wealth insurance products. They are seeking a Relationship Case Manager to act as a liaison between financial professionals and insurance carriers, managing life insurance applications and advocating for clients throughout the process.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Efficiently manage the submission of life insurance applications to the appropriate carrier

Monitor case progress, track down requirements and provide ongoing status updates

Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions

Advocate and negotiate with insurance carrier on formal offers, as needed

Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities

Continuously look for ways to expedite and improve our processes and service

Communicate via email and phone to advisors in conjunction with supporting their various cases and service needs

Maintain positive relationships with your agents and underwriters to ensure a positive experience

Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents

Have a sense of urgency without losing attention to detail, and the ability to multi-task

Qualification

Customer service skillsNegotiation skillsCommunication skillsMicrosoft ExcelMicrosoft WordMulti-taskingTeam spiritCreative thinkingAttention to detail

Required

Positive attitude, team spirit

Strong communication and customer service skills

Willingness to take initiative, exhibit creative thinking and take ownership of a situation

Negotiation skills to influence successful outcomes

Comfortable and confident in a fast-paced customer service environment

Strong phone and computer skills - specifically Microsoft Excel and Word - with the ability to quickly learn our internal and carrier software

Bachelor's degree OR

Associate degree with 1-2 years relevant experience OR

Minimum of three years of business experience with a focus in finance, insurance, or medical terminology

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees