Case Manager

Case Manager Job Description

GENERAL RESPONSIBILITIES  

The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients. The Case Manager is proficient in all Northwestern Mutual systems and maintains a high level of accuracy, dependability, and provides an exceptional customer service. This service provides comprehensive insurance support to streamline the underwriting process, provide an exceptional client experience, and facilitate practice growth.

Responsibilities include, but are not limited to: 

Underwriting

• Assists in application prefills and medical scheduling.


• Reviews the applications for accuracy prior to submission.


• Efficiently manages the submission of applications.


• Gathers pending case requirements and requests additional information from the client.


• Runs revised illustrations upon policy approval.


• Prepares and gathers all policy delivery requirements to be sent out for E- signatures


• Resolves underwriting issues and acts as an advocate for the Financial Advisor and clients.


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Communication

• Updates the clients on the status of their applications and acts as a liaison between the underwriter, financial advisors and the client.


• Creates a weekly case update report to send to the financial representative.


• Communicates with the underwriter to resolve issues, send requirements and ensure a smooth underwriting process.


• Meets with the financial representative and their team once a week to discuss the cases in underwriting on the weekly case update report.

Policy Owner Services

·         Process inforce policy requests (beneficiary changes, address changes, ISA drafts, inquiries and loans.

·         Runs policy change estimates and policy maintenance.

·         Runs inforce illustrations

QUALIFICATIONS

• Bachelor’s degree in business, finance and/or equivalent work experience preferred

• 2-5 years of financial services experience preferred


• Strong analytical, problem solving, and written and verbal communication skills with the ability to work well with others


• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment


• Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly


• Life, Accident, & Health Insurance Licenses to be obtained within the first 3-6 months of employment

COMPENSATION & BENEFITS

• Competitive Compensation: Base salary of $60k-75k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.


• Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.


• Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.


• Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.


• Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.


• Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.
  

PHYSICAL AND MENTAL DEMANDS  

The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

PHYSICAL DEMANDS  

While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. 

MENTAL DEMANDS  

While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. 

WORK ENVIRONMENT  

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). 

EQUAL OPPORTUNITY EMPLOYER

Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.