Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication.
Knowledge of carrier practices, policy contracts and provisions.
Must be familiar with new business processes and various state requirements
Oversee the delivery of policies to clients, ensuring accuracy and completeness
Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
Understand and document commissions on a per case basis in the company agency management system
Develop employee communication and education tools and materials
Requirements
Bachelor's degree or equivalent business experience required
Life and Health licensed preferred (can be attained following hire)
Strong growth and business development orientation
Proficient in Microsoft Office - Word, PowerPoint, Excel
Strong technical aptitude - ability to utilize and leverage technology and systems
Proven ability to think strategically and act tactically
Strong organization skills/ability to manage multiple demands and priorities
Excellent problem solving/problem resolution
Projects confidence and enthusiasm about the company
Outgoing, excellent communication skills - both written and verbal
Ability to work/partner with a close team
Strong relationship management skills
Results oriented
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 4:30 p.m. This position may require additional hours to meet goals. Hybrid Position requiring 2-3 days in-office per week.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel :
Travel is not required for this position.
Required Education and Experience
Bachelor's degree or equivalent work experience
3-7 years of related industry experience
Active Life and Health License preferred
Pay Details:
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a compre
Benefits
Health insuranceVision insuranceEquity / stock options
Additional Information
Job Description
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary
This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. This candidate will be integral to the overall management of our insurance policies, from pending case management and policy delivery to underwriting negotiations of Life insurance, disability insurance, Long-Term Care and Annuities. The position demands a high level of resourcefulness, effective communication, persuasion, and the ability to learn quickly and adapt to new situations. Case Managers excel in complex problem-solving and the development of interpersonal relations, driving results while adapting to various circumstances, ensuring the organization's goals are met efficiently and effectively. This position will report to the Case Manager Team Lead - Fully Underwritten Solutions and Vice President(s) of Case Management.
Acrisure · 3 Sylvan Way - Parsippany, NJ