Crump Life Insurance Services · 1 week ago
Case Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expCrump Life Insurance Services is a company committed to empowering its teammates and delivering exceptional service. The Case Manager will maintain ownership of cases during the underwriting process, ensuring effective communication and coordination between various stakeholders while providing a high level of service throughout the process.
BankingFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Reviews new insurance applications for missing information, including but not limited to forms, signatures, key underwriting questions and data
Reviews and analyzes underwriting requirements including Attending Physician Statements, exams, supplemental forms, etc. to determine if additional information or requirements need to be obtained to complete the underwriting process
Conducts regular proactive case follow-ups via phone primarily and email secondarily, with insurance agents, vendors, internal resources, and carriers
Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Utilizes agency management system to document all work activity and communication for all in-process cases
Acts as a conduit for all issues associated with a case to include coordination with all internal departments
May have responsibility for reviewing issued insurance policies for accuracy
Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe
Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist
Qualification
Required
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Proficiency with office equipment including fax machines, copiers, telephone systems, etc
Two years of customer service experience
Demonstrated history of customer relationship management success
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Strong attention to detail and accuracy
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers
Ability to react to change in a productive and positive manner
Ability and willingness to support department to accomplish team goals
Ability to analyze case information and determine necessary actions and next steps
Proficiency with Adobe, use of SharePoint sites, internet/web searches and video conferencing
Preferred
Prior insurance experience
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-01-06Acquired
Leadership Team
Melanie Regan
Executive Assistant To The CEO
Ron Fulton
DIRECTOR LIFE Education Group
Recent News
2025-08-25
Company data provided by crunchbase