Career Opportunities

Life Insurance Case Manager

 

Premier Brokerage Services, a full service, nationally renowned insurance brokerage firm, is looking to add another talented Case Manager to our team. We cater to top tiered producers in the industry who specialize in high net worth clients. Our areas of expertise include impaired risk, estate planning, and capacity cases.

We are looking for an experienced Life Insurance Case Manager to work with our Sales Reps and Case Design Specialists to provide excellent customer service and new business management to producers. Experience with Agency Integrator agency management system and Paperclip imaging system a plus.


Essential Duties and Tasks

  1. Partner with Sales Reps to understand goals and provide excellent customer service to producers. Respond timely to inquiries with courteous and professional communications. Welcome new producers and staff, and train or guide as relationships develop.
  2. Thoroughly review and process new business applications. This includes review and verification of forms, checking signatures, checking doctor info to determine which records will be needed, confirming producer contracting, ordering of medical requirements and medical records if needed, running illustrations, review of height and weight requirements, and entry of case into Agency Integrator with accurate and full documentation. Use in-house Underwriter as a resource for questions on medical issues or financial justification, as well as educational development as field underwriters.
  3. Daily follow ups for pending cases through the Agency Works command center, emails, phone calls, Rep requests, and case reports. Work with carrier and producer as needed. Call doctor offices to obtain records as needed.
  4. Work with Case Design Specialists for illustrations or product questions

As with all Premier Brokerage employees, Case Managers are expected to work well with their teammates to offer the highest level of customer service to our producers. Communication, collaboration, and creative problem solving are daily activities. Employees are also given the training and tools to grow their individual skills to work independently with confidence.

Send resumes to Colette Tomeo, Executive Vice President at ctomeo@premierbrokerage.com.


 

Compensation and Benefits

Premier Brokerage offers competitive compensation and a variety of benefits to employees.

  • Medical, Dental and Prescription Healthcare Plans
  • Life, Disability and Accidental Death Insurance
  • Healthcare (Medical, Dental)
  • Life, Disability and Accidental Death Insurance
  • Flexible Spending Account for Dependent Care & Non-reimbursed Medical
  • Retirement Savings (401k)
  • Employee Assistance Program
  • Vacation and Paid Time Off
  • Training and Development
  • Paid Time Off for Community Service
  • Flexible scheduling and summer hours programs to promote life-work balance

 

Life at Premier Brokerage

Premier Brokerage Services is a full service, nationally renowned insurance brokerage firm dedicated to providing stellar customer service to our producers. As our mission is to be an essential partner with our producers and their administrative teams, we seek employment candidates who have the dynamic skills and abilities to meet that goal.

We look for qualified applicants who have excellent problem solving and communications skills, strong technical and organization skills, and enjoy bringing creativity to their daily role. We seek to attract, develop and retain talented individuals who are committed to excellence. All employees are encouraged and empowered to share their ideas with the team, to build on our successful business model.

Our company boasts a positive and professional work environment, with old fashioned family values. As the most valued assets of our organization, our employees are empowered to make decisions and take risks while building long-lasting, solid relationships. All staff members share in the profits of the corporation with monthly bonuses based on production. In return, we ask for integrity, high performance, and a willingness to go the extra mile to offer exceptional service to our producers.

 

Hiring Practices

We are an equal opportunity employer, providing opportunities for all people without regard to gender, citizenship, military status, ancestry, race, color, national origin, sexual orientation, age, marital status, religion, disability or veteran status. Applicants can expect to submit a current resume, complete an employment application, take several pre-employment skill tests and meet with current staff members during employment interviews.

604 Harper Avenue, Jenkintown, PA 19046 | P: 800.543.5555 / 215.517.4080 | F: 800.343.0804 / 215.517.4087
Copyright @2015 Premier Brokerage Services Inc.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080.

Premier Brokerage Services is not affiliated with The Leaders Group, Inc.

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