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Insurance Assistant Case Manager

St. Louis, MO

Description:

An Insurance Assistant Case Manager is an entry level case management position.  Coordinates cases during underwriting with entry level expertise, while providing secondary support to team members

Primary Duties:

  • Coordinate with advisors from beginning to final stages of underwriting
  • Coordinate underwritings with various general agencies, carriers, and products
  • Negotiate offers for best possible outcomes
  • Coordinate incoming/outgoing policies and requirements
  • Shop health issues with multiple carriers for best offers
  • Review APS (Attending Physician Statements)
  • Direct the flow of sales/product questions

Secondary Duties:

  • Process and submit applications
  • Mail forms, applications, and policies
  • Schedule client appointments for medical exams (labs)
  • Order APS (Attending Physician Statements)
  • Handle miscellaneous activities as they arise

Expectations:

  • Must coordinate multiple tasks and priorities in a fast-paced environment
  • Must allow for a flexible work schedule when experiencing high volumes
  • Must be able to work with a team of people to accomplish a common goal
  • Must have outstanding customer service skills
  • Sets goals and strives to obtain them

Skills & Experience:

  • Minimum 2 years insurance experience
  • Knowledge of insurance products/industry: Required
  • Product Experience (Term, VUL, Individual Disability, Buy/Sell, Overhead Expense)

Required

  • Education level: Associates/Bachelors Degree: Preferred
  • Must have excellent verbal and written communication skills
  • Must have very high training retention and quick learner
  • Must have high attention to detail with good organizational and problem solving skills
  • Must maintain confidentiality of information
  • Must have proficiency with Microsoft Office Software

Licenses (required)

  • Life and Health

Salary:

  • $30,000 – $40,000 a year with an aggressive bonus structure.

HOURS: Monday – Friday (8 am – 5 pm)

Apply by emailing an attached cover letter and résumé to: Emily.Wheeler@larsonfinancial.com