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[Remote] Case Mgmt Rep
Note: The job is a remote job and is open to candidates in USA. Northwestern Mutual is a leading financial services company, and they are seeking a Case Management Representative. In this role, you will evaluate insurance applications for completeness, communicate with Financial Representatives, and resolve issues related to case management.
Responsibilities
- Assumes case ownership to accurately and efficiently complete non-risk assessment duties prior to underwriter assignment by following a standard order of steps in the process
- Use various systems to research and obtain information to assess outstanding requirements and documents
- Independently resolves the majority of issues without escalation and identifies the need for special handling if appropriate
- In addition, updates DSR for information received or required and communicates with Financial Representatives and/or Set Team Members to obtain any missing information
- Follows outlined guidelines and criteria to Commission Authorize (CA) cases
- Complete various underwriter requests for correspondence to be sent to the Field and/or clients
- Communicates with the Field, APS vendors as well as other internal customers in a professional and courteous manner
- May independently determine action needed on a case-by-case basis to expedite the receipt of outstanding requirements by conducting research and problem solving
- Identifies and uses the appropriate pattern of communications, customizing if appropriate
- Selects appropriate communication vehicle and delivers a clear and concise message
- Communicates in a professional and confident manner using tact and diplomacy while being pleasant and courteous
- Accurately documents cases whenever necessary
- Share and seek out information from other team members
- Contributes to a positive work environment and the achievement of team goals
- Acts as trainer/mentor to other team members
- Supports cross training efforts within Front End Operations as volumes dictate and provides job shadowing experiences
- Focuses on innovative thinking, process improvement opportunities and contributes to departmental goals and initiatives
- Responsible for protecting the privacy and confidentiality of all NM policyowners by confining the use and communication of confidential information to the underwriting process
Skills
- Associate degree and/or equivalent combination of education and experience
- A minimum of three years' experience in a professional environment with exposure to computerized systems is required
- Proven ability to problem solve and act independently
- Attention to detail with the demonstrated ability to apply sound judgment in the application of procedure and guidelines
- Communication with the Field, Home Office employees, and outside parties with a proven ability to exercise tact, diplomacy, resourcefulness, flexibility and understanding to foster positive long-term relationships
- Strong written and verbal communication skills are required
- Demonstrated organizational skills with the ability to independently recognize priorities and meet deadlines with high quality results
- High degree of self-motivation and initiative in accepting responsibility for work results and contributing cooperatively to team goals
- Successful completion of any required testing
- Knowledge and understanding of the insurance industry is desirable
Company Overview
