Annuity Case Manager

Got insurance experience? We want you!

Insurance Agency Marketing Services has an opening in their Annuity Services department for a Case Manager.

We’re looking for an individual that has insurance knowledge, a willingness to learn, and is goal oriented. If you have excellent communication skills and are capable of critical thinking/problem solving, apply today!

It’s a great time to explore what IAMS has to offer! To learn more about IAMS, visit our website – www.iamsinc.com.

Job Duties and Responsibilities:

• Provide exceptional service to our licensed insurance producers for pending and in-force annuity or life business.
• Review annuity applications and corresponding paperwork for accuracy and completeness, document outstanding requirements, and follow up with producers.
• Proactive, daily follow up with carriers to ensure the pending business is being processed timely, accurately noting CRM with current status and promptly communicate status details to the agent.
• Manage agent and carrier caseload with a sense of urgency, dedication to accuracy and responsiveness, while identifying high priority situations and acting on them accordingly.
• Build and maintain strong and effective long-term working relationships with IAMS producers.
• Manage special projects as assigned.
• Regular and punctual attendance is required in order to meet business service level standards.
• Perform other duties as assigned.
• This position is Monday-Friday, full-time in office hours. This is not a remote position.

Qualifications:

• Industry or related experience preferred
• High school diploma/GED
• Must have 2+ years of insurance administrative experience
• Data entry, HQ/CRM systems experience preferred
• Must have professional phone etiquette
• Ability to work with a close-knit team and with little supervision.
• Strong analytical, problem-solving and decision-making skills.
• Strong interpersonal, verbal and communication skills.
• Must have proficiency with Microsoft Office Suite
• Must adhere to policies, processes and guidelines
• Ability to navigate through multiple computer platforms while engaging in customer conversations
• Ability to be adaptable/flexible as business needs change
• Must be detail oriented with accuracy.
• Punctuality & attendance is critical to this position as your department / team members and customers depend on you.
• Must be able to pass a background check.

Compensation & Benefits:

• Competitive base salary based on experience
• Bonus potential
• Employer paid BCBS medical insurance, plus employer HSA contributions
• 401k with employer match
• Paid holidays and Paid Time Off

About IAMS:

Insurance Agency Marketing Services (IAMS) is a well-established and stable, independently owned Insurance Marketing Organization (IMO). We have been in business since 1986 and growing strong!

We specialize in life and annuity insurance and support independent agents/producers throughout the country. We have long-term, solid relationships with several nationwide industry leading carriers and are very proud to have been one of the few selected IMO’s in the country to contract with certain carriers to represent their products and services. IAMS has a proven track record with providing the highest level of customer service to our clients because we are smaller and more specialized IMO, we are able to provide immediate response and personal service to our clients.

IAMS has long-term employees who know the industry inside and out. We continue to grow with the same philosophy of hiring the best and brightest to deliver this level of customer service. Our employees drive our success. Working at IAMS, you will be integrated into a close-knit family of teamwork and support, in an environment that provides stability, growth and success with the freedom and ability to control your career path. This is our commitment to you. It’s truly a great place to work! If this sounds like something you want to be a part of, we want to talk with you!

Apply now at www.iamsinc.com.

IAMS is an Equal Opportunity Employer, M/F/D/V. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.