Job Description

About American Business

American Business is an independent agency headquartered in New York City. They specialize in being the insurance resource for strategic partners in property & casualty agencies, sports management firms, financial institutions, CPAs, RIAs, family office managers and their clients. Licensed with over 50 insurance companies throughout the U.S., American Business serves over 35,000 current policy holders with $60 billion in active policies. Their professionals have an average of 15 years of life insurance experience. The primary insurance products they provide to their clients are life, disability, and long-term care insurance

Job Summary

We are looking for a case manager with strong working knowledge of the Life Insurance industry for our busy independent Life Insurance agency.
You will be working closely with our current case management staff, as well as the Insurance Operations Manager. You will be responsible for all aspects of underwriting and case management, from submission to completion, for our internal/external agents as well as our external organizations.
The ideal candidate would be someone who is flexible and willing to take direction when needed, but understands when it is necessary to be proactive and take charge. Experience in the Life Insurance industry is essential

Primary Responsibilities:  

• Review and submission of all new business applications to various life insurance carriers

• Verify if agent is appointed and licensed with the appropriate carrier and state with internal licensing department.

• Obtain applications/forms when not on FormsPipe

• Enter case information into our data base system [iPipeline Agency Integrator] and PaperClip

• Quick Quotes and Informals

• Follow up with pending cases

• Order medical records when requested by carriers

• Review the Part B

• Review medical records on larger cases or on special circumstances

• Review policies received to make sure they are correct

• Process all delivery requirements

• Follow up with carriers to ensure proper processing of all applications

• Correspond daily with various Case Assistants/Agents (internal) regarding case status

Primary Skills & Requirements:   

• 3 years of relevant life insurance experience

• Strong analytic skills

• Strong writing and verbal communication skills

• Good ability to work effectively with others

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Job Tags

Similar Jobs