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Administrative Underwriting Case Manager

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TPG Financial

2021-12-03 07:32:03

Job location Franklin, Tennessee, United States

Job type: fulltime

Job industry: Administration

Job description

Fast-paced estate/life insurance planning firm in Franklin, TN seeking a highly motivated individual to be the newest member of our underwriting case management team. We will train you on the specific daily activities of the position. However, in order to be successful in this position, you need to be organized and reliable with a high energy level and strong computer and phone skills. Salary commensurate with education and experience for the challenging & rewarding position.

Job Duties

  • Communicate via phone/email with clients regarding the life insurance underwriting process, timelines, expectations, and more.
  • Coordinate application paperwork with clients for various insurance carriers
  • Assist with state license verification and appointments with carriers
  • Assist with wirehouse compliance ticket approvals
  • Call medical facilities across the country to obtain medical records for clients
  • Coordinate exam appointments for clients across the country through an online portal
  • Work cross-functionally with co-workers as a team effort on various functions as needed

Requirements

  • Detail-oriented
  • Self-starter
  • Strong organizational skills
  • Ability to use the telephone, computer, and other office equipment
  • Good communications skills
  • Patient, kind, and assertive with clients and insurance carriers
  • Positive attitude
  • Trustworthy and reliable

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Education:

  • High school or equivalent (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

Work Location: One location

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