Job Description

Case Manager

Stelvio Group are pleased to be recruiting a highly energetic and organized individual to join our client’s team as a Case Manager in their Fort Washington, PA, offices. This is an onsite position, in which the successful candidate would need to be able to commute to the office location 5 days a week to be considered.

About

Our client have been a leading Brokerage General Agency in the life insurance and annuity space for more than 20 years. They aim to bring clarity to complex financial needs by empowering advisors with the tools, resources, and knowledge to expand their business and achieve superior outcomes for their clients.

Key Responsibilities

1. ∙ Coordinate and execute the case processing workflow.
2. ∙ Provide ongoing support and service to policyowners and advisors as needed.
3. ∙ Adhere to company policies and legal regulations.
4. ∙ Perform detailed reviews of documents in support of generating new business.
5. ∙ Achieve phone and transaction performance goals as defined by stakeholders.
6. ∙ Remain current on medical facility and insurance carrier policies, operational processes, and compliance criteria.

Job Requirements

1. ∙ Bachelor’s degree or higher level of education.
2. ∙ Excellent verbal, written, and interpersonal communication skills.
3. ∙ Ability to work in a cross-functional team setting.
4. ∙ Two (2) or more years of Life and Annuity Insurance experience preferred.
5. ∙ Prior experience with iPipeline and SureLC systems and modules is preferred.

Compensation & Benefits

1. ∙ A competitive salary commensurate with experience.
2. ∙ Health, Dental, Rx, and Vision coverage.
3. ∙ Employer 401(k) match.
4. ∙ Generous paid time off.
5. ∙ Opportunities to earn bonuses and other perks.

Unfortunately, sponsorship is not available for this role.

Our client is an equal opportunity employer. They do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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