Case Manager

About PHP Agency

Founded in 2009, PHP Agency Inc. is a tech-enabled national field marketing organization (FMO) headquartered in Addison, Texas.

With over 27,000 licensed agents nationally in 49 states and Puerto Rico, PHP’s agents have educated and served over 450,000 American families.

PHP partners with leading insurance and annuity carriers and provides part-time or full-time opportunities to those seeking careers as life insurance agents.

For more information, visit.

Job Summary

The Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive can-do approach to the position.

The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility.

Primary Responsibilities :

Communicate application status to all interested parties

Provide thorough knowledge of all systems to complete duties and serve as a resource to others

Apply knowledge of pertinent laws, regulations and rules

Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation required to process transactions

Facilitate the ordering and retrieval of all necessary underwriting requirements

Facilitate suitability approvals and agent signature requirements to maintain proper regulatory processes are followed consistently

Maintain detailed, compliant and accurate files. Ensure that the electronic file is complete once a policy is issued

Follow up and provide timely status reports

Set policy up for issue, policy assembly and secure final delivery documents

Other functions include Imaging / Faxing, Copying and Filing

Consistently meet or exceed productivity and quality standards set forth by the department

Primary Skills & Qualifications :

Consistent attention to detail and a focused sense of urgency

Superior verbal, written and presentation skills, including strong documentation expertise

Strong organization and time management skills; including follow up and completion

Demonstrated problem solving and analytical skills

Self-starter who can work independently with little supervision while contributing as a team member

Bilingual Required : Must be fluent in both English and Spanish .

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.

Integrity is driven by a singular purpose : to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why?

Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back.

We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily.