Relationship Case Manager, Highland Capital Brokerage

Operations Opportunity in Insurance Industry

Relationship Case Manager, Highland Capital Brokerage

Location(s) : All Locations / Remote

Role Type : Full time

Salary : $55,000 - $65,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page.

Summary :

We currently have an opening for a Relationship Case Manager at Highland Capital Brokerage. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.

Responsibilities :

Application Processing :

• Review Life Applications for completeness and notify Agents / FA's and VP's of missing information.
• Verify telephone / electronic interviews and inspection reports are ordered as needed.
• Review exam and non-medical requirements to determine if risk class applied for is appropriate using various tools.
• Utilize basic knowledge of financial underwriting, i.e. purpose of coverage, justifying amount applied for in relation to income, financial / insurable interest, affordability etc. to determine financial suitability as part of needs analysis.
• Order medical records as needed.
• Monitor outstanding requirements and requests for additional information and communicate with Agents, Sales VP's and others to set expectations, timelines, etc.
• Partner with our Sales Support team to obtain illustrations as needed.
• Provide transmittal form and / or cover letter for formal and informal application submission to carrier(s).
• Utilize Paperclip submission and electronic file storage.
• Respond to requests for applications as needed.
• Process within unique guidelines for institutional accounts.

Level 2 - includes all accountabilities of Level 1, plus the following items :

Monitoring and Communication :

Level 2 - includes all accountabilities of Level 1, plus the following items :

Education Requirements :

Experience :

Technical Skills :

Soft Skills :

Level 2 - includes all requirements of Level 1, plus the following items :