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Fort Washington Investment Advisors, Inc. · 2 weeks ago

Case Manager, New Business

US-OH-CINCINNATI

Full-time

Onsite

New Grad, Entry Level

Fort Washington Investment Advisors, Inc. is seeking a Case Manager for their New Business team. The role involves managing and processing life insurance applications, establishing relationships with clients, and ensuring compliance with insurance guidelines.

Financial Services

Responsibilities

Responsible for resolving inquiries received via telephone, e-mail, or written correspondence from agents/producers and other clients. Gathers, researches, and analyzes policy information to provide accurate information to each client

Determines case activation status, processes accounting items, researching additional items if needed before activation and payment to producer/agent. Identifies potential problems and makes decisions based on past similar cases, or escalates those situations that need management attention

Analyzes and approves cases from Underwriter, reviews for completeness and accuracy. Codes appropriate system to issue the case within established time service and quality guidelines

Takes action, recommending steps to agents/producers and internal and external clients that will move cases to completion

Leverages knowledge of complex systems and manual processes to verify, enter and approve life and health insurance policies so that they can be issued promptly to ensure compliance with state and federal guidelines

Analyzes and makes decisions on exception processing where precedent has not yet been established to ensure that we maintain compliance with privacy, legal, SEC, and Tax Ramifications guidelines. Identifies the cause of the exception and determines the appropriate course of action needed to correct the master record

Ensures compliance with state and federal life insurance guidelines, including producer licensing, replacement and 1035 exchanges

Performs all refund transactions and manually updates policy records to reflect accurate information including paid-to dates, premium amounts and draft information. Must have a complete understanding of the alternative solutions for a client including check by mail, EFT transfer, WIRE transfer and the accounting involved in completing each task

Identifies system or procedural problems and recommends improvements to benefit producers/agents, home office associates and clients

Reviews guardianship paper work, power of attorneys, collateral assignments, trust agreements and court orders to determine if the documents authorize the requestor to complete a transaction

Performs other duties as assigned

Complies with all policies and standards

Qualification

Analytical skillsCustomer serviceAttention to detailVerbal communicationWritten communicationIndependent decision-makingProject coordinationProblem-solvingOrganizational skillsProfessional demeanor

Required

High School Diploma - Required

Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on time. - Required

Experience identifying and resolving problems where independent decision-making and self-initiative were demonstrated. - Required

Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations. - Required

Demonstrated experience effectively handling customers and providing excellent service. - Required

Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required

Must demonstrate strong attention to detail with excellent organizational skills. - Required

Possesses and displays excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style. - Required

Ability to make repetitive motions of the wrists, hands and/or fingers. - Required

Must cite examples of working independently and consistently meeting productivity and quality goals. - Required

Demonstrated excellent verbal and written communication skills with proven ability to convey information to internal and external customers in a clear and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills. - Required

Proven ability to record and deliver information, to explain procedures, to follow oral and written instructions and to communicate effectively and efficiently. - Required