- Manage life insurance cases throughout the entire span of the application process, including reviewing applications for completeness and accuracy, providing timely communication updates, navigating and resolving issues, completing quality reviews, and acting as a liaison between our clients and the insurance companies.
- Actively build mutually beneficial relationships with Valmark's clients, internal team members, and insurance company contacts.
- Provide high-quality customer service by investigating and resolving issues and negotiating creative solutions agreeable to all parties.
- Develop a good understanding of life insurance companies' processes and underwriting guidelines, with the goal of being viewed by our clients as a new business expert.
- Advocate on behalf of our clients with the insurance companies in a manner that is consumer and sales friendly to achieve the most favorable underwriting and new business outcome.
- Skillfully promote pre-determined initiatives to increase usage, adoption, and awareness.
- Develop a strong understanding of Valmark systems and resources.
- Assist with projects that provide value to Life Insurance New Business Team.
- Ability to build and develop lasting relationships to provide high-level customer services.
- Strong verbal and written communication skills.
- Highly detailed oriented and strong organization skills.
- Ability and high capacity to learn multiple areas of discipline.
- Strong analytical and problem-solving skills.
- Maturity to deal with high-net-worth clients.
- Positively and effectively deal with change.
- Friendly, cheerful personality.
- High school diploma or GED
- Windows-based software experience
- Experience in the Financial Services or related industry
- Associate's or Bachelor's degree
- Life & Health Insurance License
- FINRA Series 6 & 63 Securities Licenses
-
RN Case Manager
1 week ago
Home Health Care, Inc. Minneapolis, United StatesJob description · Registered Nurse / RN Case Manager · Home Health Care, Inc. · Full-Time | $80,000 - $115,000 · $6000 in Bonuses During First Year of Employment · Nurses looking for autonomy and variety should consider practicing in home health care, the fastest growing seg ...
-
Floating RN Case Manager
1 week ago
Home Health Care, Inc. Minneapolis, United StatesJob Title: Floating Case Manager - Community Health · Company: Home Health Care, Inc. · Location: 50-mile radius from your home. · Schedule: Full Time or Part-Time, minimum requirement of 2 days per week and 1 weekend per month. · Compensation: Up to $130,000 per year. · Welcome ...
-
Case Manager
1 week ago
Chestnut Health Systems Bloomington, United StatesOverview: · If you have a heart for mission-driven work, take satisfaction in helping persons in recovery, and are looking for professional growth opportunities, we'd like to meet you. This full-time position is based in Bloomington, IL. Daytime hours. · **Responsibilities**: · A ...
-
Case Manager
18 hours ago
Chestnut Health Systems Bloomington, United StatesOverview: · Support housing residents in their goal to live independently, ensuring that they have the resources they need. This is a daytime, full-time, position based in Bloomington, IL. · **Responsibilities**: · Provide consumer-driven services identified in IM+CANS, primarily ...
-
Case Manager
1 week ago
Pinnacle Services Minneapolis, United StatesJob Description · Job DescriptionDescription:Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company tha ...
-
Case Manager
1 day ago
Pinnacle Services Lauderdale, United States:Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company that values person-centered thinking and employ ...
-
Case Manager
1 week ago
Pinnacle Services Minneapolis, United States: Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company that values person-centered thinking and emplo ...
-
Case Manager
1 week ago
Pinnacle Services Minneapolis, MN, United States Full time: Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company that values person-centered thinking and empl ...
-
Case Manager
1 week ago
Pinnacle Services Minneapolis, United StatesJob Description · Job DescriptionDescription:Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company tha ...
-
case manager
6 days ago
BrightSpring Health Services Minneapolis, United StatesCASE MANAGER - HENNEPIN COUNTY · Job Locations · US-MN-WOODBURY | US-MN-SAINT PAUL | US-MN-MINNEAPOLIS · ID · Line of Business · ResCare Community Living · Position Type · Full-Time · Pay Min · USD $23.00/Hr. · Pay Max · USD $23.00/Hr. · Our Company · ResCare Communi ...
-
Case Manager
2 weeks ago
CorVel Minneapolis, United StatesThe Case Manager is responsible for coordinating resources and creating cost-effective options for ill or injured individuals on a case-by-case basis to facilitate quality treatment goals and timely return-to-work if appropriate. This role requires evaluating the patient's curren ...
-
Case Manager
1 week ago
YouthLink Minneapolis, United StatesCase Manager - Downtown View Housing - MN, Minneapolis · YouthLink · Minneapolis, MN · Mar 04, 2024 · Nonprofit · Job Description · EOE STATEMENT: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard ...
-
Case Manager
2 weeks ago
Pinnacle Services Minneapolis, MN, United States: · Case Manager - Hennepin County · Looking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company that values person-centered thinking and e ...
-
Case Manager
4 days ago
Pinnacle Services Minneapolis, United StatesJob Type Full-timeDescriptionCase Manager - Hennepin CountyLooking for a career that is fast-paced and rewarding? Pinnacle Services is looking for friendly, self-starting professionals to join our Hennepin County Case Management team Come work for a company that values person-cen ...
-
Case Manager
5 days ago
Minnesota Council of Nonprofits Minneapolis, United StatesORGANIZATIONAL OVERVIEW · We are community builders co-creating enduring change toward a just society where every person has personal, social, and economic power. Our united system of programs, neighborhood centers, social enterprises, and partnerships connects individuals and th ...
-
Case Manager
2 days ago
Minnesota Council of Nonprofits Minneapolis, United StatesMission: · The Link works with youth and · young families to overcome the impacts of poverty and social injustice. · Our 23 programs provide supportive housing, intensive case management · services, and skills development to youth at risk of or experiencing · homelessness, s ...
-
Case Manager
2 weeks ago
Touchstone Mental Health Minneapolis, United StatesCase Manager – PATH Grant · Starting Pay: $65,000 annual · Location: Minneapolis (Seward neighborhood) · Schedule: Five weekdays (8-hours each) or Four weekdays (10-hours each) · The Case Manager will provide outreach and housing assistance for individuals experiencing homele ...
-
Case Manager
2 weeks ago
Avivo Minneapolis, United StatesJob Details Job Location 1826 Chicago Ave Mpls - MINNEAPOLIS, MN Position Type Full Time Education Level Bachelor's Degree Salary Range $ $25.67 Hourly Job Shift Day Job Category Mental Health Services Description Do you know, you have the power to change the course of someone's ...
-
Case Manager
2 weeks ago
Avenues for Youth Minneapolis, United StatesJob Description · Job Description Position Information Case Managers provides case management services for youth experiencing homelessness through Avenues for Youth's emergency shelter and transitional housing. Through intake to after-care, the YAES strives to do that in a safe ...
-
Case Manager
6 days ago
Avenues for Homeless Youth Minneapolis, United StatesPosition Information · Case Managers provides case management services for youth experiencing homelessness through Avenues for Youth's emergency shelter and transitional housing. Through intake to after-care, the YAES strives to do that in a safe and affirming environment throug ...
Insurance Case Manager - Minneapolis, United States - Valmark Financial Group
Description
Job Description
Job DescriptionDo you enjoy streamlining, driving, and implementing processes and procedures? Do you get energized working in a fast-paced, structured environment? Do others describe you as proactive, thorough, and driven to be accurate? If so, then this might be the opportunity for you
Valmark Financial Group is looking for a candidate that possess these skills to join our team as a New Business Specialist on our Life Insurance New Business Team.
COME JOIN OUR TEAM
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Workplaces in Northeast Ohio every year since 2020
JOB SUMMARY
The New Business Specialist actively manages and facilitates the smooth and efficient processing of life insurance applications through the new business and underwriting process at Valmark's insurance company partners. The New Business Specialist provides world class customer service by acting as an advocate on behalf of Valmark's clients to achieve timely processing of their life insurance cases and favorable underwriting and new business outcomes.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
CORE COMPETENCIES
REQUIRED EDUCATION AND EXPERIENCE
PREFERRED EDUCATION AND EXPERIENCE
PHYSICAL DEMANDS
This is a largely sedentary role. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.
POSITION TYPE AND EXPECTED HOURS OF WORK
Days and typical hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status. Overtime may be required based on business needs.
Company DescriptionAt Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of 2020, 2021 and 2022's Top Work Places in Northeast Ohio