KBM Consulting, LLC · 2 weeks ago
Case Manager / Underwriter
United States
Full-time
Remote
Mid Level
2+ years expKBM Consulting, LLC is looking for candidates with knowledge of life insurance underwriting. The role involves providing administrative support for the underwriting process, acting as a liaison between clients and insurance companies, and managing various tasks related to policy approval and issuance.
ConsultingProfessional ServicesCommercial
Responsibilities
Act as the primary liaison with clients and the insurance companies during the underwriting process
Schedule medical examinations
Order attending physician’s statements and inspection reports
Gather financial information from the client’s accountant or advisor to validate the amount of insurance
Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records
Follow up with carriers on a consistent basis for underwriting status
Negotiate with carriers, as needed, to obtain best possible underwriting
Update client on a consistent basis regarding the status of underwriting
Review policies for accuracy and prepare policy delivery requirements
Update pending case status report weekly
Develop professional relationships with partner carriers and vendors
Develop knowledge of carrier products
Qualification
Required
Knowledge of life insurance underwriting
Act as the primary liaison with clients and the insurance companies during the underwriting process
Schedule medical examinations
Order attending physician's statements and inspection reports
Gather financial information from the client's accountant or advisor to validate the amount of insurance
Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records
Follow up with carriers on a consistent basis for underwriting status
Negotiate with carriers, as needed, to obtain best possible underwriting
Update client on a consistent basis regarding the status of underwriting
Review policies for accuracy and prepare policy delivery requirements
Update pending case status report weekly
Develop professional relationships with partner carriers and vendors
Develop knowledge of carrier products
College degree or a minimum of two years experience in life insurance underwriting and new business
Licensed in Life, Health, and Disability Insurance
Excellent interpersonal skills
Ability and willingness to support team in accomplishing team goals
Self-starter with outstanding attention to details
Ability to work simultaneously with multiple computer systems
Strong verbal and written communication skills
Ability to work autonomously and perform well under pressure
Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines
Knowledge of underwriting concepts and life, disability, and long-term care insurance products
Knowledge of medical terminology and risk factors
Ability to deal with sensitive and confidential data
Strong negotiation and decision-making skills
Proficiency with Microsoft Office including Word, Excel, Outlook and Adobe Pro
Remote contracting position with flexible hours
Contractor will provide their own equipment, including any telephone, printers, or computers
Extensive work with various insurance forms and medical records
Preferred
Experience working with a producer group or brokerage general agency
Experience working with a variety of CRMs, DocuSign, Medical Records and Exam Vendors
Benefits
Remote contracting position with flexible hours.
Company
KBM Consulting, LLC
From attracting and serving high net worth clients to increasing client satisfaction and firm revenue—adding and growing insurance sales is a common goal among successful professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Karen Meck, MT, AEP®
President & CEO
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