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Associate Case Manager or Case Manager - 1151
Security Mutual Life
Binghamton, USA
Full-time
Entry · 1+ years experience
Hybrid
USD 19.02-23 hourly / hour
Discovered 1 weeks ago
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The level of the position will be determined by relevant skills, experience and qualifications.
- This position may offer flexibility through a telecommuting arrangement and can be performed from either the Greater Houston or Greater Binghamton area. If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!
Description of Duties & Responsibilities
- Provide support and confer with agents by telephone and email. Respond to questions, obtain necessary underwriting requirements and follow up with field on pending offers. Compile appropriate documents and communicate with reinsurers.
- Update the claims and/or underwriting workflow systems, as assigned, with status of policy requirements. Verify accuracy and completeness of input data before submitting updates.
- Keep records of customer interactions and transactions, recording details of inquiries and comments as well as actions taken.
- Review initial forms for completeness and follow-up for missing information. Review and approve final policy documents for release.
- Set-up and process exam only and informal inquiry files.
- Obtain proper authorizations, research physicians, affiliates and addresses and verify that necessary forms have been received prior to ordering reports. Order necessary reports, receive APS, replies from MDs and reimburse appropriate party for records. Provide follow-up when necessary.
- Prepare and process reinstatement and exchange paperwork for Underwriters. Process full term conversions as assigned.
- Issue annuity contracts and life policies. Review submitted paperwork, verify guidelines are met and obtain necessary approvals for issuance. Prepare policy/contract amendments and pay initial premiums to place policy in force.
- Review and process requests for reissue policies. Process incoming mail, faxes and medical releases. Retire inactive cases and process policies not taken.
- Keep up-to-date with the qualifications and requirements of assigned areas that may include underwriting programs, replacement procedures, claims and new business, in order to comply with Company and state rules and regulations.
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