Underwriting Case Manager
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Job Description
Underwriting Case Manager at Crump responsible for evaluating insurance risks and managing complex cases. Working closely with agents and producers to determine competitive offer placements.
Responsibilities:
- Responsible for the evaluation and placement of insurance risks for the purpose of determining the best product/premium solution
- Typically manages larger, more complex cases
- Maintains primary ownership of cases during the underwriting process
- Responsible for setting agent/advisor expectations appropriately
- Provides an exceptional service experience throughout the process
- Researches additional, complex insurance options as needed
- Acts as a partner with sales and producers to formulate the best solution for the proposed insured
- Negotiates to secure the most competitive offer for placement of policy with the appropriate carrier
- Assesses risk and negotiates cases with producers and carriers
- Conducts regular proactive case follow-ups via phone and email
- Organizes and prioritizes workload to ensure case is processed in a timely manner
- Prepares or reviews underwriting summaries for carrier review
- Represent company at industry conferences and events
- Provides on-going underwriting training to junior staff underwriters and concierge
- Carries a caseload of 125-175 larger and more complex cases
Requirements:
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Demonstrated proficiency in base computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Strong knowledge of carrier strengths
- Ability to identify underwriting strengths particularly on large, more complex or elderly cases
- Ability to mentor and educate underwriters with less experience
- Strong analytical, negotiating, influencing skills and decision-making skills
- Ability to explain underwriting results clearly to agents, sales, and new business
- Ability to understand and analyze medical and financial documents (more complex multi-impaired and in-depth financial design knowledge)
Benefits:
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
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