Life Insurance Case Manager

About Specialty Program Group – Life & Annuity:

Specialty Program Group - Life & Annuity (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

About SPG Life & Annuity (Formerly BSMG, AgencyOne, BUA) :

Founded in 1972, Brokers’ Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing.  Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to locate highly qualified prospects and turn them lifelong clients. 

BSMG is a team of people striving to create memorable experiences, every day. We believe that acting as a fiduciary to the policy holder, providing service excellence and being passionate about what we do every day (even having fun) are all keys to our differentiated business model.  We are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships based on mutual respect with the Nation’s leading insurance carriers.  BSMG has developed a stellar industry reputation over the past 4 + decades with all of our carrier partners as well as those with whom we do business. BSMG is a dynamic, exciting place to work – being recognized as one of the Best Places to Work in RI in 2019, 2020, 2021, and 2022 as well as receiving a Worksite Health Award (superior rating).

About the Role:

A case manager at SPG Life & annuity drives exceptional customer experience. They maintain primary ownership of insurance applications during the underwriting process and work in conjunction with our sales team, the insurance carriers, and others to provide our customers (the insurance agents and financial advisors) with a best-in-class experience while guiding them through the underwriting process. Case Managers are the primary point of contact while a case is in underwriting and provide ongoing status, problem resolution, and support to ultimately close a case. 

Ability to react to change in a productive and positive manner with willingness to support your team and accomplish team goals are key components of this position. Our life insurance product offering is a critical piece of our customer’s business model and you play a direct part in its success. You will be part of a team that will continually innovate in finding new ways to provide our customers with the best new business experience.

If this sounds like you, we would like to speak with you!

Our successful candidate has the following:

• Has over 7 years’ experience as a brokerage Life Insurance Case Manager

• Has multiple carrier insurance product experience

• Is a team player and works with minimal oversight

• Demonstrates strong problem-solving skills and prioritizes work in a sales environment

• Communicates accurately and professionally in both verbal and written communication with internal and external customers alike

• Has strong organizational skills and the ability to stay informed in a rapidly changing environment

• Has excellent relationship-building and negotiating skills

• Ability to negotiate underwriting offers on cases less than 10K

• Defines and leads small initiatives to drive growth and efficiency within the organization

• Provides training and mentoring to more junior team members

• Resolves escalated case issues

Salary Transparency:

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: This is a non-exempt position and the expected salary range is $65,000-$72,000 annually. This compensation will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

#SPG

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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