[Fredslist] Job Opportunity

Rochelle Lisner rochelle at dynamicbusinessgrowth.com
Mon Feb 11 17:22:29 EST 2019


Hi All,

A client of mine is looking to hire someone for his insurance agency. Here
is the job description. If you know someone who can fit the criteria,
please have them send me their resume or set up a call. Can you please
forward this to others you feel would be able to spread the word.

*Job **Description*

Boutique Insurance firm on Long Island seeks an experienced Life Insurance
Case Manager to provide administration and operations support by performing
the following duties: ∙ Efficiently manage the submission of individual
life insurance applications to life insurance companies ∙ Reconcile
outstanding pending case requirements and requests for additional
information with agents ∙ Advocate and negotiate with life insurance
carriers on informal and formal offers ∙ Set proper expectations with our
agents/brokers regarding pending case requirements, timelines, etc. ∙
Provide concise *COMMUNICATIONS* via email and phone to carriers, staff,
and customers in conjunction with supporting their various case ∙ Utilize
web-based document management system to organize, manage and transmit
documents ∙ Generate status reports for management, agents/brokers and
others as needed

*Desired Skills and Experience:*

TO APPLY FOR THIS POSITION YOU MUST HAVE AT LEAST TWO YEARS EXPERIENCE
WORKING AS A LIFE INSURANCE CASE MANAGER.

Thank you all for your help!

Best,

Rochelle

-- 
Rochelle Lisner
*Business Success Formula:*
Clarity *+* Action *+ *Support *+* Courage *=* Dynamic Results
917-842-0283
www.dynamicbusinessgrowth.com
https://www.linkedin.com/in/rochellelisner/
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