Sr Case Manager

San Diego, California

Ultimate Staffing
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Senior Case Manager
Salary: $65,000
Onsite Monday - Friday
8:00 AM to 5:00 PM

General Summary:
Processes business with optimal efficiency during the case management cycle to decrease case time in underwriting while providing excellent customer service. Possesses understanding of complex disability insurance products and underwriting matters.

Essential Job Functions:
1. Perform initial review of applications.
2. Pre-screen medical and financial inquiries.
3. Verify received requirements are accurate.
4. Resolve complex underwriting issues.
5. Assist in Case Manager training and development.
6. Perform policy maintenance and change requests requiring underwriting.
7. Follow-up on pending cases with both carriers and brokers, communicating status updates.
8. Document and send approvals and modified approvals to brokers.
9. Work with the Sales Department and carriers to find alternative placement for declined cases.
10. Verify and submit contracting.
11. Manage pending, written, approved and issued applications.
12. Provide backup to Receptionist by answering general phone line.
13. Perform any other duties or special projects related to the Senior Case Manager position as directed by the Underwriting Supervisor. Knowledge, Skills, and

  • Knowledge of principles and processes for providing customer service. This includes needs assessment, quality standards, and satisfaction evaluation.
  • Knowledge of administrative procedures.
  • Skills in communication. Talking with others to convey information effectively.
  • Skills in active listening. Giving full attention to what other people are saying, taking time to understand the points being made, asking question as appropriate, and not interrupting at inappropriate times.
  • Skills in service orientation. Actively looking for ways to help people.
  • Skills in social perceptiveness. Being aware of others' reactions and understanding why they react as they do.
  • Skills in time management.
  • Ability to think analytically. Analyze problems by considering alternatives, followed by systematic rejection of unacceptable alternatives.
  • Ability to communicate information and ideas so others will understand.
  • Ability to listen to and understand communicated information and ideas.
  • Ability to speak clearly so others can understand you.
  • Ability to tell when something is wrong or is likely to go wrong.

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Date Posted: 01 December 2022
Job Expired - Click here to search for similar jobs