Case Manager
Crump Roofing
full-time
Posted on:
Location Type: Remote
Location: Remote • North Carolina, Pennsylvania, Utah • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
React
About the role
- Maintains primary ownership of cases during the underwriting process
- Responsible for setting agents expectations appropriately and providing an exceptional service experience throughout the process
- Reviews new insurance applications for missing information, including but not limited to forms, signatures, key underwriting questions and data
- Reviews and analyzes underwriting requirements including Attending Physician Statements, exams, supplemental forms, etc.
- Conducts regular proactive case follow-ups via phone primarily and email secondarily, with insurance agents, vendors, internal resources, and carriers
- Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner
- Utilizes agency management system to document all work activity and communication for all in-process cases
- Acts as a conduit for all issues associated with a case
- May have responsibility for reviewing issued insurance policies for accuracy
- Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe
- Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist
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 basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training and work-related experience
- Proficiency with office equipment including fax machines, copiers, telephone systems, etc
- Two years of customer service experience
- Demonstrated history of customer relationship management success
- Strong attention to detail and accuracy
- Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers
- Ability to react to change in a productive and positive manner
- Ability and willingness to support department to accomplish team goals
- Ability to analyze case information and determine necessary actions and next steps
- Proficiency with Adobe, use of SharePoint sites, internet/web searches and video conferencing
Benefits
- Health insurance
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwriting processinsurance applications reviewcase follow-upsproblem analysissolution developmentcustomer relationship managementattention to detailcase information analysis
Soft skills
interpersonal communicationwritten communicationcustomer servicetime managementprioritizationindependent workteam collaborationadaptabilityinitiativeprofessional communication
Certifications
Bachelor's degree