Ashbrokerage

Relationship Case Manager, Life

Fort Wayne, IN

Sponsorship not specifiedDetected 27 days ago

NegotiationExcelCustomer SupportResearchCommunication

About the role

Case Managers are advocates for advisors and their clients.
They are a liaison between financial professionals and insurance carriers.
Review application information, including medical history, to proactively identify any issues that could present a problem - if necessary, you'll research and present alternative solutions.

Efficiently manage the submission of insurance applications to the appropriate carrier.
Educate yourself on the latest product offerings, industry developments and, in turn, educate advisors on those situations to help create new business opportunities.
Maintain positive relationships with your agents and underwriters to ensure a positive experience.
Utilize web-based Agency Management System (AMS) to document, organize, manage, and transmit documents.
We were founded on the power of relationships, and that still drives our culture today.

Have a sense of urgency without losing attention to detail, and the ability to multi-task.
Bachelor's degree OR
Associate degree with 1-2 years relevant experience OR

Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life.
As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
Minimum of three years of business experience with a focus in finance, insurance, or medical terminology

This listing is sourced directly from Ashbrokerage's careers page and normalized into a canonical job model.