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Senior Case Manager

AEGIS
Westminster, CO Full Time
POSTED ON 10/8/2023 CLOSED ON 12/19/2023

What are the responsibilities and job description for the Senior Case Manager position at AEGIS?

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit IntegrityMarketing.com.

Aegis Financial Inc. is a family owned and operated national insurance marketing firm located in Wheat Ridge. We provide a variety of support mechanisms and industry leading financial products for independent retirement planning specialists nationwide.

 

 

POSITION SUMMARY:

·         Review, analyze, troubleshoot, and process incoming life insurance applications for accuracy and completeness.

·         Follow up (via e-mail or telephone) with life insurance agents (or their staff) on missing requirements and/or to clarify information.

·         Data Enter information into proprietary home office systems.

·         Submit life applications or contracting paperwork to the appropriate life insurance carriers through a variety of delivery systems.

·         Shift: Full-Time (40 Hours Per Week. 8 a.m. - 5 p.m. central time)

·         Compensation based on experience.  This is a salary plus bonus position.

 

QUALIFICATIONS & EXPERIENCE: (Includes but not limited to)

·         Bachelor’s degree.

·         2 years' experience in a processing role, with daily production goals & quality metrics to meet.

·         Ability to grasp concepts quickly.

·         Organized, self-starter, motivated high performer.

·         Dependable and reliable.

·         Coachable and Team Player with a Positive, can-do attitude.

·         Comfortable working in a fast-paced environment.

·         Highly accountable; takes ownership and drives sense of urgency.

·         Very detail oriented, accurate, high quality and quantity of work output.

·         Good problem solving and analytical skills.

·         Excellent interpersonal skills; able to build strong relationships in the home office, and with independent insurance sales agents and their staff.

·         Good customer service skills.

·         Ability to work with different personality types and styles, in person or by phone.

·         Excellent written & oral communication skills (in person, e-mail and telephone).

·         Proficient Computer Skills (Outlook, Excel, Word.) Type minimum of 50 words per minute.

·         Experience with a workflow system is a plus.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily.

Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Integrity Marketing Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities 

Location/Region: Westminster, CO (80035)
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