Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this TruChoice Associate Life Case Manager role.
Rezi rewrites your resume against AmeriLife's job description. Free.
Tailor your resume to this TruChoice Associate Life Case Manager role.
Rezi rewrites your resume against AmeriLife's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the TruChoice Associate Life Case Manager posting at AmeriLife — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the TruChoice Associate Life Case Manager posting at AmeriLife — free, in seconds.
About the Role
Case Managers provide new business support to key business partners, independently managing cases by resolving issues and negotiating underwriting offers to ensure desired outcomes. This role requires a strong knowledge of the life insurance process and the ability to troubleshoot delays, ensuring timely communication and superior customer service.
Responsibilities
- Exercise discretion and independent judgment, providing recommendations to leadership.
- Negotiate underwriting offers with product partner underwriting teams.
- Manage new business process components and identify cases needing special handling.
- Manage daily workload with emphasis on time management and quality standards.
- Proactively follow up and communicate to support advisor/distributor satisfaction.
- Ensure cases progress from submission to placement efficiently and with superior service.
- Ensure policy issuance within the required timeline.
- Use expertise in life insurance process, terminology, and technology to support daily operations.
- Accept ownership and suggest innovative solutions to meet client needs.
- Ensure timely receipt of delivery requirements and payments for issued contracts.
- Serve as a single point of contact to customers.
- Receive and resolve complex or sensitive customer service inquiries, complaints, and problems.
- Proactively resolve issues and inquiries.
- Provide continuous scheduled telephone coverage as business needs dictate.
- May be responsible for employee training and mentoring.
- Perform other duties as assigned.
Requirements
- Minimum 5 years of experience with knowledge of the life insurance process for permanent products, including key impairments.
- Working knowledge of desktop applications such as Outlook, Word and Excel.
- Knowledge of Smart Office and Salesforce.com is a plus.
- Critical thinking skills with the ability to identify and troubleshoot problems.
- Comfort with cases involving a high degree of complexity.
- Excellent interpersonal and relationship building skills.
- Discretion while handling confidential matters.
- Ability to work independently in a fast-paced, multi-faceted environment.
- Ability to focus on critical deliverables.
- Comfortable in a team environment and supportive of corporate change.
- Employment offers are contingent upon the successful completion of a background screening.
Skills
- Life insurance process
- Troubleshooting
- Communication (verbal and written)
- Time management
- Quality standards
- Customer service
- Interpersonal skills
- Relationship building
- Independent work
- Teamwork
- Critical thinking
- Outlook
- Word
- Excel
Location
- Remote
Work Type
- Full-time
Experience Level
- Minimum 5 years
Salary/Compensations
- $26.44 to $28.85 per hour
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance
About the Company
- For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
- Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Equal Opportunity
- We are an Equal Opportunity Employer and value diversity at all levels of the organization.
- All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.
- We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
- We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws.
- Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process.
- Requests for accommodation will be handled confidentially.
- We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.
- Compensation for this role will be determined based on skills, qualifications, experience, and market factors.
- Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request.
- Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.
- We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law.
- Pay ranges are available upon request.