Job Description

Job Description

Job Description

Position Summary:

The risk management division of Shuster Advisory Group, LLC is seeking the right person to join our team as a Life Insurance and Annuity Case Manager. The candidate chosen for this position will be responsible for new business support and be part of the team servicing all aspects of the firm’s life insurance, long-term care, disability, and annuity book of business. This is and administrative position and not a sales position. Vitally important is the ability to multi-task effectively in a fast-paced environment and adapt to change.

Responsibilities:

• Marketplace Analysis
  1. Create and perform comparative analysis of insurance companies and their products.
  2. Create client presentations.
  3. Case design and implementation.
• New Business
  1. Application processing: Prepare and review applications and illustrations for completeness, identifying and collecting outstanding requirements and managing the process through policy issue.
  2. Underwriting: Order/coordinate insurance exam, order medical records, and complete any required follow-ups with APS provider.
  3. Policy issue: Review policies for accuracy, invoice and collect initial premium and delivery requirements.
• In-force Servicing
  1. Prepare in-force policy/plan reviews and analysis.
  2. Manage ongoing client servicing.
• Administration
  1. Maintain correspondence, client files, and records according to company’s compliance guidelines.

Requirements/Experience

• Minimum of 3 years working in the insurance/financial services industry.
• Strong product knowledge of multiple life insurance carriers and products.
• Excellent communication skills – written and verbal.
• Excellent time management and organizational skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
• Prior knowledge of advanced estate and executive bonus concepts is a plus.
• Life insurance license is a plus.

Other Requirements

• Must have strong sense of customer service.
• Strong sense of accountability and follow-up.
• Self-motivated.
• Adaptable to change.

Salary & Benefits Information

• Starting salary commensurate with experience.
• 401K, 401K 4% match, medical, dental and vision insurance.

About Us

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive insurance and wealth management services to individual clients.

At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for a Case Manager who shares our values and is passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are someone who is committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.

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