Case Manager

Job Overview:

As a Case Manager at Brokers Alliance, you will play a pivotal role in ensuring the seamless processing and placement of insurance cases. Your exceptional organizational skills and dedication to proactive communication will be instrumental in meeting agent and client needs. Join our dynamic team and contribute to the success of our insurance wholesaling operations.

Key Responsibilities:

1. Primary Point of Contact:

- Serve as the main point of contact for all case-related activities.

- Collaborate effectively with internal departments to streamline processes.

2. Efficient Workload Management:

- Organize and prioritize your workload with precision to ensure timely processing, issuance, and placement of cases.

- Maintain a keen eye for detail to minimize errors and maximize efficiency.

- Manage 150-200 cases

3. Exceptional Communication:

- Foster open and frequent communication channels with agents to manage their expectations effectively.

- Keep agents informed about the status and progress of their cases.

- Enter Applications Daily

4. Application Submission:

- Facilitate the submission of new business by proficiently entering applications into our iPipeline system and forwarding them to the appropriate carrier.

- Ensure accuracy and completeness of application submissions.

5. Proactive Case Progression:

- Take proactive measures to drive case progression by timely follow-up on all case requirements.

- Anticipate and address potential roadblocks to keep cases moving smoothly.

6. Detailed Documentation:

- Maintain thorough and accurate records of case-related activities in our agency management system.

- Ensure all case details are properly documented for future reference and auditing purposes.

7. Client Interaction:

- Conduct professional and friendly phone conversations with clients to gather life insurance application requests.

- Deliver outstanding customer service while efficiently collecting necessary information.

Join us in our mission to provide top-notch insurance wholesaling services. Your role as a Case Manager will contribute significantly to our success. Apply today and be part of a dynamic and supportive team dedicated to excellence in the insurance industry.

Note: You may want to include additional information about the benefits, qualifications, and application process in your job posting as well.

Job Type: Full-time

Pay: $45,000.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Remote