Team Name :
NB & UW - JH Insurance - Case Management
The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our employees with the resources they need to succeed and for the future of our business, which is why we need you.
The Case Manager is the primary contact for all New Business administrative activities and serves as the liaison between internal (e.
g. Underwriter, Titles, Licensing) and external (Agent / Firm / Field Office) customers to gather pre and post issue company and legal requirements
What motivates you?
You obsess about customers, listen, engage and act for their benefit
You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
You thrive in teams, and enjoy getting things done together
You take ownership and build solutions, focusing on what matters
You do what is right, work with integrity and speak up
You share your humanity, helping us build a diverse and inclusive work environment for everyone
We are looking for someone with :
Must have at least one-year tenure in current position
Should not have any attendance issues or any disciplinary action
Meet job expectations and pass all performance metrics in his / her current unit
Must be expert on CM process
Trained on all CM functions for all products including training
Knowledge of the Manulife insurance product by passing the weekly tests given by the trainer
Full understanding of the Replacement terminologies
Able to ensure quality to all processed cases
Knowledge in MS Office Applications (Word, Excel, PowerPoint)
Strong technical, analytical, organizational, and problem-solving skills
High level of accuracy, attention to detail and ability to exercise flexibility and judgment
Sound product / industry knowledge
Excellent communication skills, both verbal and written
Excellent ability to handle stress with very demanding clients.
Ability to build and maintain positive relationships with external and internal clients
Excellent organizational and prioritization skills.
Technical competence to navigate through insurance terms and medical references.
Ability to work independently and / or as a team.
Critical attention to detail for functions such as entering, verifying and comparing data.
Excellent ability to handle multiple tasks and prioritize appropriately.
Willing to render overtime and report during weekends or holidays as needed
Willing to accept additional challenges and new assignments
Must be able to work on rotating shifts
On the Job you will :
Responsible for case management and processing of new insurance business applications from entry to policy issue
Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance carriers, internal resources and external vendors
Facilitates the application and underwriting process for term insurance products.
Reviews and order underwriting requirements including Attending Physician Statements and insurance medical exams
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Maintains internal processing database to document work activity and communication on all assigned cases.
Proactively provide timely and informative case status, answer email inquiries about pending or prospective insurance cases to life insurance carriers
Maintains internal processing spreadsheet to document work activity and communication on all assigned cases
Follows-up with life insurance carriers on policy delivery requirements, including application amendments, health statements, premium etc.
through correspondence, to ensure policy is placed within specified timeframe
Monitors daily flow of cases and ensures that daily targets are met via the performance tracker
Our Commitment to You
Our mission; to be a part of making Decisions Easier and Lives Better
A leadership team dedicated to your growth and success
A bold ambition and set of goals to be a leader in driving transformation in our industry
Our best. Every day.