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Assistant Life Case Manager

San Diego, CA

Post Date: 03/08/2018 Job ID: 15361 Industry: Insurance

Successful Golden Triangle area based Life Insurance Brokerage is seeking a highly motivated and organized individual as an Assistant Life Case Manager.  Prefer candidates with general agency or life insurance carrier experience. Candidate must be a team player and possess ability to handle a high volume workload with a strong sense of urgency. Company culture is high volume, quick turn around and customer centric.  Position pays $18-20 per hour, depending on experience level and is a temp-to-hire opportunity.  

Duties and Responsibilities:

Provide support to Case Manager/New Business Department (Underwriting)
Order, receive, follow-up, review and input application and/or vendor requirements
Identify forms and information needed to process cases
Submit cases for internal and/or external underwriting assessment
Review policies for accuracy and prepare for delivery
Document agency management system and update spreadsheets as determined by team dynamic
Prepare, submit and verify all documents are correctly placed in electronic files or image system
Keep current on paperless workflow and image process
Keep up to date with carrier and company updates and changes including attending and participating in department and company meetings
General administrative functions as needed in the department and possibly various case managers
Other projects and duties as assigned

Desired Skills/Experience:

Prior life insurance experience either in an agency or at a carrier preferred
Knowledge of new business processes, forms, carrier underwriting requirements and case management processing in a general agency environment
Experience utilizing agency management system
Technical skills to handle a paperless environment and research carrier & vendor websites for information
Ability to complete tasks timely, efficiently and with a high degree of accuracy and urgency
Excellent customer service skills
Proven ability to effectively work with external and internal customers
Demonstrated experience in handling confidential and sensitive information
Detailed oriented and proven ability to multi-task
Ability to work independently and in a team environment
Effective communication skills (verbal and written)


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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498