Larson Financial Group

The Physician's Specialist®

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Assistant Insurance Case Manager

Description

An Assistant Insurance Case Manager is an entry level case management position. Learns how to coordinate cases in underwriting, while providing processing support.

Primary Duties

  • Coordinate underwritings with various general agencies, carriers, and products
  • Negotiate offers for best possible outcomes 
  • Process incoming/outgoing policies and requirements 
  • Direct the flow of sales/product questions

Secondary Duties

  • Process and submit applications
  • Mail forms, applications, and policies 
  • Schedule client appointments for medical exams (labs) 
  • Order APS (Attending Physician Statements) 
  • Handle miscellaneous activities as they arise

Expectations

  • Ability to work in a fast-paced environment
  • Flexible Work Schedule when experiencing high volumes
  • Ability to work with a team of people to accomplish a common goal

Required Skills and Experience

  • Minimum 2 years insurance experience
  • Knowledge of insurance products/industry is required
  • Products (Fixed Life, VUL, LTC, Disability, Buy/Sell, Overhead Expense)
  • Education level: Associates/Bachelors Degree: preferred 
  • Outstanding customer service skills, excellent verbal and written communication skills
  • Very high training retention, quick learner, sets goals, and organizes to obtain them
  • Ability to maintain confidentiality of information
  • Ability to coordinate multiple tasks and priorities in a fast-paced environment
  • High attention to detail with good organizational and problem solving skills 
  • Proficiency with Microsoft Office Software

Licenses (preferred)

  • Life and Health

BENEFITS: (Eligible after 90 days) Paid time off, health insurance, and retirement plan

HOURS: Monday – Friday (8 am - 5 pm)

For consideration, email your resume to: rachel.sinclair@larsonfinancial.com