Title: Assistant Case Manager | Life Insurance (Remote)

Location: West Conshohocken United States

Job Description:

CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

CBIZ Individual Insurance Solutions, a member of CBIZ Benefits & Insurance Services Inc., is seeking a Remote Assistant Case Manager to join our team. As a leading provider of life insurance products and professional services, we value professionals with an entrepreneurial spirit who are ready to grow and contribute to our success.

Essential Functions and Primary Duties

Monitor case progress and provide status updates to advisors and team members
Review application information, identify potential issues, and seek solutions proactively
Maintain positive relationships with financial advisors, underwriters, and team members
Continuously seek ways to improve processes and services
Demonstrate a positive "one-team" attitude and drive for industry-leading service
Participate in new business administrative application processing and associated tasks

Preferred Qualifications

3+ years of life insurance case management experience
Excellent relationship-building and communication skills
Strong problem-solving abilities and creativity in overcoming obstacles
Proficiency in Microsoft Office; experience with SmartOffice, PaperClip, and IGo is a plus
Life insurance license or willingness to obtain within 6 months
Bilingual in English and Spanish preferred
Must be available to work Eastern Time Zone business hours to ensure alignment with the team and client schedules
Policy Owner Service experience is a plus

Minimum Qualifications

High School diploma or GED required
Less than 3 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Must be able to travel based on client and business needs

Key Evaluation Factors

Strong problem-solving skills and clear communication abilities
Familiarity with case management concepts and life insurance products
Experience in new business application processing and underwriting functions
Outgoing personality with demonstrated team-building skills
Solid organizational skills and attention to detail

The annual salary target for this job in this market is $50,000-$55,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program,s and much more.

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