Case Manager

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Summary

This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. This candidate will be integral to the overall management of our insurance policies, from pending case management and policy delivery to underwriting negotiations of Life insurance, disability insurance, Long-Term Care and Annuities. The position demands a high level of resourcefulness, effective communication, persuasion, and the ability to learn quickly and adapt to new situations. Case Managers excel in complex problem-solving and the development of interpersonal relations, driving results while adapting to various circumstances, ensuring the organization's goals are met efficiently and effectively. This position will report to the Case Manager Team Lead- Fully Underwritten Solutions and Vice President(s) of Case Management.

Essential Functions

• Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication.
• Knowledge of carrier practices, policy contracts and provisions.
• Must be familiar with new business processes and various state requirements
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
• Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
• Understand and document commissions on a per case basis in the company agency management system
• Develop employee communication and education tools and materials

Successful Candidate Requirements

• Bachelor's degree or equivalent business experience required
• Strong growth and business development orientation
• Proficient in Microsoft Office- Word, PowerPoint, Excel
• Strong technical aptitude - ability to utilize and leverage technology and systems
• Proven ability to think strategically and act tactically
• Strong organization skills/ability to manage multiple demands and priorities
• Excellent problem solving/problem resolution
• Projects confidence and enthusiasm about the company
• Outgoing, excellent communication skills - both written and verbal
• Ability to work/partner with a close team
• Strong relationship management skills
• Results oriented

Pay Details:

The base compensation range for this position is $70,000 - $80,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.