POSITION OVERVIEW
The Senior Case Administrator will provide extraordinary customer service as a primary contact for our Strategic Alliance Partner firms. The focus is to develop, manage and maintain positive relationships with our Strategic Alliance Partners. The Case Administrator will process new cases received in New Business from end to end while maintaining a positive experience for our financial professionals and the firms.
RESPONSIBILITIES
- Point of contact for assigned Strategic Alliance(s), responsible for the day-to-day processing
- Manages work items for a variety of new business administration tasks over the life cycle of individual life insurance applications; from initial case set-up through final disposition and acceptance of delivery receipts.
- Tasks include, but are not limited, to the following: Reviews electronically entered data and submitted images for life applications; identifies and resolves any discrepancies. Ensures all regulatory policies are enforced, inputs information into system as needed
- Provides up to date information regarding status of contracts, outstanding requirements and guidelines
- Provides case support to assigned underwriting directors
- Works closely with the strategic alliance firms to ensure that the new business process, including prioritization of work meets the needs of the business, field and our department
- Establishes and maintains high quality customer relationships – assessing customer needs and responding to them quickly and effectively
- Works closely with the Account Managers and Relationship Managers to complete customer requests, meeting expectations with regard to timeliness and accuracy
- Develops relationships within the home office in the areas of Underwriting, Customer Service, Sales, Compliance, and others to better understand and manage customer requests
- Understands the escalation process and Managements role in the process
- Develops productive relationships with financial professionals, Underwriting and Home Office employees
- Interacts with Leadership to promote consistency and improve business processes
- Complies with all company and site policies and procedures
- Remains current in profession and industry trends
- Successfully completes regulatory and job training requirements
- Trains and mentors other team members
- Performs other duties as assigned
Required Skills
- Ability to function in a fast paced and collaborative team environment with high productivity and accuracy expectations
- Adaptable to a changing environment and flexibility around work assignments
- Basic math skills
- Demonstrates strong attention to detail
- Good interpersonal, verbal, and written communication skills
- Competent computer experience; demonstrated ability in Microsoft Office; the ability to utilize multiple systems and windows simultaneously
- Demonstrates initiative, self-motivation and excellent organization skills, ability to set priorities, work under pressure and meet deadlines
- Adapting to change
- Collaborating with others
- Strong Customer focus
- Respect for diversity
- Focusing on detail
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Required Experience
EXPERIENCE
- 3 – 5 years’ experience in processing or similar position highly desirable
- Prior experience and/or knowledge of insurance a plus
EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS
- Bachelor's degree or equivalent work experience
- LOMA or industry courses or certifications a plus
SALARY LEVEL= 18/19
ALL PENN MUTUAL EMPLOYEES EXEMPLIFY OUR SHARED COMMITMENT:
Doing what’s right today, together, for the promise of a brighter tomorrow. The feelings are mutual: Care. Respect. Belonging.
PENN MUTUAL IS AN EQUAL OPPORTUNITY EMPLOYER AND, AS SUCH, IS COMMITTED IN POLICY AND PRACTICE TO RECRUIT, HIRE, COMPENSATE, TRAIN AND PROMOTE, IN ALL JOB CLASSIFICATIONS, WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX (INCLUDING PREGNANCY), AGE, NATIONAL ORIGIN, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, VETERAN’S STATUS, OR GENETIC INFORMATION. OPPORTUNITIES THROUGHOUT THE COMPANY ARE AVAILABLE TO PENN MUTUAL ASSOCIATES AND EXTERNAL CANDIDATES AND ARE EVALUATED ON THE BASIS OF POSITION QUALIFICATIONS. LEADERS MAY, AT THEIR DISCRETION, CHANGE THE RESPONSIBILITIES IN THIS POSITION DESCRIPTION AT ANY TIME DUE TO REASONABLE ACCOMMODATION AND/OR OTHER BUSINESS REASONS.
ABOUT THE PENN MUTUAL LIFE INSURANCE COMPANY
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.