Job Posting - Individual Insurance Case Manager We are searching for an additional Individual Insurance Case Manager to be responsible for the underwriting and case management of all insurance sales. This is a key position and this person will work closely with our insurance brokers, their analyst, brokerage facilities, and insurance carriers. Job Description and Responsibilities: • Prepare clients for the life and or disability insurance underwriting process. • Gather required information from clients and medical providers for informal and formal application purposes. • Order and track all outstanding requirements. • Negotiate the expected underwriting offers based on the client’s specific circumstances. • Manage and monitor actual offers as they are received. Requirements: • Excellent interpersonal skills with an ability to effectively contribute as a team member. • Strong attention to detail with ability to organize, prioritize and manage multiple tasks within set deadlines. • Ability to deal with sensitive and confidential data. • Four year college degree or equivalent life insurance industry experience. For more information please send resume to howard.klebanow@youriprg.com.
关于我们
Berkshire Advisor Resource, Inc. Multiple Carriers...One Resource At Berkshire Advisor Resource, Inc. we make the business of doing business simple. We are here to assist advisors in helping their clients achieve their financial objectives. Asset and income protection are critical areas that are often overlooked by planners which creates a significant revenue opportunity. Whether your market focus is disability income or long term care insurance, individual planning or group and executive markets, we have the carriers and products to help you match the solution to your client’s unique needs. Our experienced staff will help you gain the knowledge and skills necessary to position yourself as an expert in the eyes of your clients as well as third party referral sources and centers of influence.
- 网站
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http://www.berkadvisor.com
Berkshire Advisor Resource, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Centennial，Colorado
- 类型
- 私人持股
- 创立
- 1969
- 领域
- Disability Income Insurance、Long-term Care Insurance、Critical Illness Insurance和Life Insurance
地点
Berkshire Advisor Resource, Inc.员工
动态
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Berkshire Advisor Resource, Inc.转发了
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