About the Company:
Our client is a premier distributor of life, annuity, and long-term care and securities based insurance products serving over 5,000 financial professionals nationwide. Based in Southern California and formally established in 1986, has roots as a life insurance marketing organization that goes back over forty years. The company was formed to help independent insurance agents, financial planners, and other financial service professionals become successful. They are our customers and we understand that our success depends on their success.
The Role:
This position is an excellent opportunity for a motivated, energetic individual to join our Case Management team. We provide full service, back office support for independent financial advisors. The Case Manager to gather all of the necessary documents and requirements of an application, and follow it through the various stages of underwriting through completion. During this time it is the responsibility of the Case Manager to provide constant communication with the agent and the insurance carrier. Every interaction with our representatives be positive and supportive demonstrating commitment to having a true partnership with them.
Responsibilities:
Core Competencies:
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INFORMATION