Position Summary: Case Manager’s maintain primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance carriers and the assigned Edward Jones Branch offices. Candidates must possess a strong knowledge of the life insurance process and be able to troubleshoot problems causing cycle time delays. This individual will also be working exclusively within Edward Jones Branch offices providing product and insurance sales concepts to enhance sales capabilities. The qualified candidate would demonstrate the following skills.Duties and Responsibilities:
Manage the necessary components for the new business process, identifying cases that need special handling
Proactively follow up and provide communication to support advisor/distributor satisfaction; ensure cases progress from submission to placement in a timely/efficient manner with superior service.
Serve as a single point of contact to customers.Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations.
Ability to provide excellent customer service to customers
Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment
Assist current Reps within Edward Jones in building their practice by Training on the following:
Sales ideas
Back-office support
Insurance sales
Maintain and update prospects information in AMS
Building illustrations through Winflex and other quoting software as required
Education/Experience:
Bachelor’s degree in related field.
Must hold or obtain the following licenses within 18 months: Series 6, Series 63, and Life & health license.
Must have 2+ years’ experience in life insurance or financial industry experience as a case manager or similar role.
Skills:
Knowledge of the life insurance process (permanent and term products), including key impairments
Working knowledge of desktop applications such as Outlook, Word, Smart Office, paperclip, and MS Teams.
Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables
Excellent verbal and written communication, customer service, problem solving skills
Must have the ability to deal with a diverse group of customers
Must be able to adapt to a changing environment
#SPGDepartment Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .EEOAA Policy (https://hubinternational.jobs/eeo/)E-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
