Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.
Summary/Objective
The Case Manager is responsible for managing the processing and administration of annuities. A Case Manager will deliver a superior customer experience to the distribution partners—agents or agencies—by ensuring annuity applications and post issue items are processed with the speed, accuracy and great communication that gives our agents peace of mind. In addition to assessing applications, the Case Manager will empower our agents by providing information, helping to resolve issues, and collaborating with the team to reach our full potential and achieve results.
Duties and Responsibilities
Duties and responsibilities include, but are not limited to :
- Establish and maintain strong working relationships with assigned financial professionals and Regional Sales Directors, requiring high touch and personal communication. Leveraging relationship-equity for positive outcomes.
- During the lifecycle of the application, serves as the primary point of contact with the financial professional. Role functions as the liaison between the financial professional and ZINNA (TPA) and requires regular communication with the financial professional.
- Takes complete ownership and serves as the subject matter expert of the new business and post issue process.
- Supplying timely and informative service to producers and responds to phone and email inquiries related to New Business and Post Issue.
- Monitors escalated issues to ensure resolution.
- Continuously look for ways to expedite and improve our processes and services.
- Ability to organize priorities daily, in a fast-paced environment. ensuring cases are processed and issued in a timely manner.
- May have responsibility for reviewing issued policies for accuracy and maintaining reports to ensure new business is processed in a timely manner.
- Ability to document processes and procedures keeping information up to date in multiple channels.
- Ability to research issues and maneuver through multiple systems,
- Work with internal and external auditors
Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
Experience
- Bachelor’s Degree or 1-3 years of related experience.
- Outstanding customer service skills
- Excellent time management and organizational skills
- Excellent communication skills – both written and verbal
- Proficient in Microsoft applications (Word, Excel, PowerPoint)
- Insurance license required or ability to acquire within 180 days of hire
- Ability to troubleshoot technology issues of producers
Skills/Competencies
- Detail oriented and problem-solving skills
- Knows when and how to escalate issues
- Strong business and collaboration skills
- Proficiency in MS Office (Excel, Access, Word, PPT)
- Excellent verbal and written communication skills
- Flexible can-do attitude, willing to help with all types of tasks in an ever-changing environment
- Work both independently and as part of a team
Physical Demands
- Normal office working environment
- Ability to type / perform data entry
- Ability to read from a computer screen and paper reports
- Express ideas and otherwise communicate with the spoken word
Kuvare company is an equal opportunity employer that makes hiring decisions based on merit, qualifications, and the business need. We are dedicated to a policy of nondiscrimination in employment on any basis including age, sex, color, race, creed, national origin, religious persuasion, marital status, political belief, or disability that does not prohibit performance of essential job functions. We encourage all qualified candidates to apply.