Case Specialist

Posted 3 Days Ago
Be an Early Applicant
Lincoln, NE, USA
In-Office
Mid level
Insurance
The Role
Issues approved insurance policies, verifies applicant eligibility and replacement processing, codes MIBs, and ensures regulatory compliance. Coordinates pending applications, policy requirements, brokers, underwriters, vendors, reinsurers, and internal teams. Manages case queues, prepares policy reissues and duplicates, supports adverse-action communications, and maintains documentation. The role requires accuracy, product knowledge, strong communication, organization, independent work, and the ability to manage multiple priorities in a hybrid schedule.
Summary Generated by Built In

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. 

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers  

ESSENTIAL FUNCTIONS70% Issue approved policies which includes:
  • Reviewing file for accuracy and making required changes;
  • Verifying that applicant is eligible for benefits applied for;
  • Verifying that applications marked as replacements have been processed correctly.
  • Coding MIB’s;
  • Complying with all company and state regulations;
  • Coordinating with underwriters, contact center personnel, brokers and other departments and companies during the issue process;
  • Preparing and reissuing policies; and
  • Preparing duplicate policy requests

30% Coordinates application activity for all products, which includes:
  • Managing all pending cases and COD cases which includes contacting brokers regarding pending requirements and activating cases when requirements are received;
  • Corresponding with brokers via phone, email, and written correspondence by providing information needed to complete application and responding to request for additional information;
  • Providing support to assigned underwriter as needed such as sending decline letters, labs, exams and closing cases;
  • Providing information regarding adverse actions with various clients and departments;
  • Remaining current on compliance for all company and state regulations;
  • Following up with vendors for outstanding requirements, labs, exams, etc. and other insurance companies for 1035 exchange and transfers and running illustrations;
  • Notifying reinsurers regarding policies with reinsurance; and
  • Monitoring and maintaining assigned documents received and assigned underwriter and specialist queues.

 

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS
  • Three to five years of experience in Underwriting or related experience required.
  • High accuracy and attention to detail.
  • Ability to execute tasks with detail and accuracy.
  • Ability to adapt successfully to changing situations and procedures.
  • Ability to work independently.
  • Excellent verbal and written communication skills.
  • Skilled in time management, ability to manage multiple priorities and continue to meet or beat deadlines.
  • Ability to interact and communicate effectively and professionally with distribution systems, vendors, clients, and co-workers.
  • In-depth product knowledge.
  • Consistent and reliable attendance Is an essential function of this position.
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
  • Associate degree in business or related field, or related work experience, or equivalent required.
  • Willing to obtain industry designation (ACS, PCS, FLMI)
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
  • Ability to work 40 hours within flex-time guidelines required (plus overtime as needed and/or required)
  • Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired

Skills Required

  • Three to five years of experience in underwriting or related experience
  • High accuracy and attention to detail
  • Ability to execute tasks with detail and accuracy
  • Ability to adapt successfully to changing situations and procedures
  • Ability to work independently
  • Excellent verbal and written communication skills
  • Time management skills and ability to manage multiple priorities and deadlines
  • Ability to communicate effectively and professionally with distribution systems, vendors, clients, and coworkers
  • In-depth product knowledge
  • Consistent and reliable attendance
  • Associate degree in business or related field, related work experience, or equivalent
  • Willingness to obtain an ACS, PCS, or FLMI industry designation
  • Ability to work 40 hours within flex-time guidelines, plus overtime as needed
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The Company
HQ: Lincoln, NE
386 Employees

What We Do

As a mutual organization, Assurity was founded on the simple concept of people coming together to support each other in moments of need. We continue our mission of helping people through difficult times by providing affordable insurance protection that is easy to understand and buy. Our financial stability has stood the test of time. It shows our commitment to be there when our customers need us. Owned by our policyholders, we conduct our business to serve only their best interests. Whether paying benefits, offering service with a human touch, giving back to our community, or practicing sustainable habits that provide for our planet, we embrace our capacity to improve lives. We all share in the future we create, and Assurity believes in using our business as a force for good.

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