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Acrisure · 3 months ago

Case Manager

FLORHAM PARK, NJ

Full-time

Onsite

Mid Level

$70K/yr - $80K/yr

Acrisure is a global Fintech leader that offers various financial products and services. The Case Manager will be responsible for managing insurance policies, collaborating with underwriters and clients, and ensuring timely processing and resolution of cases.

Financial ServicesInsuranceInsurTech

Responsibilities

Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution

Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication

Knowledge of carrier practices, policy contracts and provisions

Must be familiar with new business processes and various state requirements

Oversee the delivery of policies to clients, ensuring accuracy and completeness

Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms

Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions

Understand and document commissions on a per case basis in the company agency management system

Develop employee communication and education tools and materials

Qualification

Insurance policy managementUnderwriting negotiationsMicrosoft OfficeTechnical aptitudeRelationship managementProblem solvingCommunication skillsOrganizational skillsTeam collaborationResults oriented