Truist Case Manager 

United States, North Carolina, Charlotte 

955590304

Regular or Temporary:

English (Required)

1st shift (United States of America)Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting agents' expectations appropriately and providing an exceptional service experience throughout the process.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Reviews new insurance applications for missing information, including but not limited to forms, signatures, key underwriting questions and data.
2. Reviews and analyzes underwriting requirements including Attending Physician Statements, exams, supplemental forms, etc. to determine if additional information or requirements need to be obtained to complete the underwriting process.
3. Conducts regular proactive case follow-ups via phone primarily and email secondarily, with insurance agents, vendors, internal resources, and carriers.
4. Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.
5. Utilizes agency management system to document all work activity and communication for all in-process cases.
6. Acts as a conduit for all issues associated with a case to include coordination with all internal departments.
7. May have responsibility for reviewing issued insurance policies for accuracy.
8. Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe.
9. Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist.The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Effective interpersonal and written communication skills3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PCs in a Windows environment
8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor's degree or equivalent education, training and work-related experience
12. Proficiency with office equipment including fax machines, copiers, telephone systems, etc
13. Two years of customer service experience
14. Demonstrated history of customer relationship management success
15. Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
16. Strong attention to detail and accuracy
17. Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers
18. Ability to react to change in a productive and positive manner
19. Ability and willingness to support department to accomplish team goals
20. Ability to analyze case information and determine necessary actions and next steps
21. Proficiency with Adobe, use of SharePoint sites, internet/web searches and video conferencing
1. Prior insurance experience

General Description of Available Benefits for Eligible Employees of TIH:
. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.