Case Mgmt Rep

Summary

In this role, you will evaluate insurance applications and related documents for completeness and approval, order outstanding requirements and gather information to identify and resolve issues, Complete non-risk assessment duties prior to underwriter assignment, according to an established process, may assess outstanding requirements and documents,; resolve the majority of issues without escalation, identifying the need for special handling as appropriate; Effectively communicate with Financial Representatives (both verbal and written) to obtain missing information, expedite requests for additional information , including age and amount Attending Physician's Statements; review HIPAA authorizations, checking medical provider information, and communicating case details professionally and courteously.

Primary Duties and Responsibilities:

Case Management 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.

Customer Service/Communication:

• 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.

Qualifications :

• 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.

• Knowledge and understanding of the insurance industry is desirable.

• Successful completion of any required testing.

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups