Case Manager
About Acrisure
Summary
Essential Functions
- 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
- Successful Candidate Requirements
- Bachelor's degree or equivalent business experience required
- Strong growth and business development orientation
- Proficient in Microsoft Office - Word, PowerPoint, Excel
- Strong technical aptitude - ability to utilize and leverage technology and systems
- Strong organization skills/ability to manage multiple demands and priorities
- Excellent problem solving and critical thinking skills
- Projects confidence and enthusiasm about the company
- Outgoing, excellent communication skills - both written and verbal
- Ability to work/partner with a close team
- Strong relationship management skills
- Results oriented
Position Type/Expected Hours of Work
Required Education and Experience
- Bachelor's degree or equivalent work experience
- 3-7 years of related industry experience
Benefits & Perks
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
Charitable Giving Programs
- Offering Hybrid Work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Equal Opportunity Employer, M/F/D/V
Pay Details:
The base compensation range for this position is $65,000 - $75,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us
Employee Benefits
Physical Wellness
Mental Wellness
Financial Wellness
Family Care
… and so much more!
Acrisure is an Equal Opportunity Employer.
California Residents
Recruitment Fraud
Not included in the source posting: what you'll do.
Skills
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.