Life & Annuities Case Manager I (Hybrid)

Alliant Insurance is hiring a Case Manager I at Futurity First!

Futurity First has a national footprint of nearly 1,000 insurance and financial professionals focused on helping clients plan for retirement with clarity and confidence. Futurity First advisors enjoy the flexibility of being independent agents as well as the back-office support of a career agency.

https://www.futurityfirst.com/

POSITION HIGHLIGHTS: Our Case Manager I responsible to maintain primary ownership of annuity, life and senior health cases which requires engaging in frequent communication and coordination between agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience, based on our customer's expectations, throughout the service process.

• Full-time, benefits-eligible
• Hybrid schedule at our office in 101 Centerpoint Drive, Middletown, CT 06457
• Hours: Monday-Friday, 8:30 am-5 pm EST; Tuesday and Friday work from home

RESPONSIBILITIES:

• Case Management Functions: Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier; Orders and reviews underwriting requirements including Attending Physician Statements, Exams, supplemental forms, and other medical requirements for submission to the insurance carrier; Conducts regular follow-up via phone primarily and email and/or website, on all outstanding underwriting requirements; Organizes and prioritizes workload to ensure case is processed, issues, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately; Maintains internal processing database to document work activity and communication on all assigned cases.
• Agent Support Functions: Acts as a conduit for all issues associated with a case including coordination with all internal departments; May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent; Follows up with insurance agents on policy delivery requirements, including application amendments, health statement, insurance premium, etc.; to ensure the policy is placed within a specified timeframe.
• Special Projects:  Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assist with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management. 

QUALIFICATIONS:

Four (4) year college degree in business or a related field or equivalent combination of education and relevant experience 

Two (2) or more years of Life and Annuity Insurance experience, required.

PERKS AND BENEFITS:

• Health Insurance*
• Dental and vision insurance*
• 401(k) with company match*
• Paid time off
• Stable, friendly and professional environment that does not micromanage your work but rather rewards innovation

*Available the first of the month following date of hire

Equal Opportunity Employer; SMS participates in the E-Verify system

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