Job Summary

This position provides an opportunity to build a career within an exciting market of the insurance industry.  This candidate will be integral to the overall management of opportunities from the closed/sold status through policy administration of multi-life, Guaranteed Standard Issue (GSI) programs.  The position demands a high level of resourcefulness, effective communication, negotiation skills, and adaptability. GSI Case Managers require critical thinking and problem-solving to drive results and meet the goals of the overall organization. 

Responsibilities

• Learn and become an expert in GSI enrollment processes
• Understand and leverage enrollment capabilities, services and tools
• Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness
• Manage plans based on issued offers
• Develop and communicate enrollment strategy with both internal/external partners
• Develop enrollment project plans
• Develop employee communication and education tools and materials
• Review eligibility files for quality and accuracy
• Coordinate billing
• Process plan terminations and porting of policies
• Process ad hoc newly eligible enrollments
• Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Oversee the delivery of policies to clients, ensuring accuracy and completeness.
• Learn and become an expert in Agency Management Systems

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

Education & Experience

• Bachelor’s degree or equivalent work experience
• 5+ years of related industry experience
• Life & Health license preferred