What are the responsibilities and job description for the Life Insurance Case Processor position at Comprehensive Planning, Inc.?
Comprehensive Planning is seeking a self-motivated individual with good interpersonal skills and a professional attitude for the role of case manager.
Duties include:
- Manage the underwriting process.
- Review applications for completion.
- Call clients to obtain application information.
- Order paramedical exams.
- Order and process medical records.
- Communicate with agents, advisors, and insurance company underwriters.
- Scan documents and transmit to insurance company.
- Negotiate with insurance company underwriters for best possible offer.
- Send documents and policies for electronic signature.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Associate (Preferred)
Experience:
- Microsoft Office: 3 years (Required)
Work Location: In person
Salary : $40,000