Status Category:
Full-Time Exempt/Non-Exempt:
Non-Exempt Scheduled Hours Per Week:
40 CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. CBIZ Individual Insurance Solutions, a member of CBIZ Benefits & Insurance Services Inc., is seeking a Remote Assistant Case Manager to join our team. As a leading provider of life insurance products and professional services, we value professionals with an entrepreneurial spirit who are ready to grow and contribute to our success. Essential Functions and Primary Duties
- Monitor case progress and provide status updates to advisors and team members
- Review application information, identify potential issues, and seek solutions proactively
- Maintain positive relationships with financial advisors, underwriters, and team members
- Continuously seek ways to improve processes and services
- Demonstrate a positive "one-team" attitude and drive for industry-leading service
- Participate in new business administrative application processing and associated tasks
Preferred Qualifications
- 3+ years of life insurance case management experience
- Excellent relationship-building and communication skills
- Strong problem-solving abilities and creativity in overcoming obstacles
- Proficiency in Microsoft Office; experience with SmartOffice, PaperClip, and IGo is a plus
- Life insurance license or willingness to obtain within 6 months
- Bilingual in English and Spanish preferred
- Must be available to work Eastern Time Zone business hours to ensure alignment with the team and client schedules
- Policy Owner Service experience is a plus
Minimum Qualifications
- High School diploma or GED required
- Less than 3 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
Key Evaluation Factors
- Strong problem-solving skills and clear communication abilities
- Familiarity with case management concepts and life insurance products
- Experience in new business application processing and underwriting functions
- Outgoing personality with demonstrated team-building skills
- Solid organizational skills and attention to detail
The annual salary target for this job in this market is $50,000-$55,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program,s and much more.
CBIZ.Jobs Category: Client Management REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
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PAY TRANSPARENCY PROTECTION NOTIFICATION
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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CBIZ
dental insurance, life insurance
Jan 16, 2025