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Protective

Insurance Case Management Specialist

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

This is a customer focused position that will be responsible for establishing and maintaining relationships with internal and external distributors and customers.  The job requires problem solving and research skills,  sense of urgency in processing business and responding to inquiries, and focus on meeting customer and manager expectations.  The individual must take ownership of individual and team caseloads and service standards through completion of the application process while providing details and consistent communication to marketing personnel and customers.  

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Primary functions

  • Performing initial and ongoing review of each application submitted for the customers assigned, through the new business process. 
  • Managing customer relationships by providing timely response to inquiries, concerns, & requests via email and phone.
  • Supporting team initiatives & providing back up support for team members during peak influx times and periods of PTO. 
  • This position also works very closely with underwriters, vendors, and customers on aging cases to ensure completion within time standards.

Qualifications

  • High school diploma or equivalent required
  • 3+ years life insurance experience, as a Case Manager or similar role, required. 
  • New Business insurance experience preferred.
  • Must have excellent verbal and written communication, customer service, problem solving skills, and able to work well within a team.
  • Must have the ability to meet the needs of a diverse customer group and deal with difficult customers.
  • Must have strong analytical and critical thinking abilities.
  • Must have good listening skills and learning to listen to the customer to determine and learn basic probing questions to ask, using a logical and problem solving mindset.
  • Must adapt easily to a quick changing environment.
  • Assumes ownership of individual and team caseloads and service standards throughout completion of the application process while providing detailed and consistent communication to the customer.
  • Maintaining quality at or above the team standard.
  • Thorough knowledge of all systems utilized to perform the required duties.
  • Steadfastly pushes self and others for results consistent with Protective’s values of  “Doing the Right Thing”, “Serve People”, “Build Trust”, and “Aspire for Better”.
  • Seeks out experiences that provide a different perspective & continuously learns from those experiences.
  • Is widely trusted , keeps confidences, and presents the unvarnished truth in an appropriate and helpful manner.
  • Uses their “inner merchant” to find future growth opportunities and transcends silos to achieve the best results/outcomes for the customer and company.
  • Must have an established track record of maintaining relationships with internal and external distributors and customers.
  • Actively builds relationships across the organization and works with others to find the best solution.  
  • Shares knowledge with internal & external customers, as well as, management to ensure continuous improvement for people and process.

Employee Benefits:  
We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.  
 
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.

We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.
Job ID: d4110a38-77c8-464c-85b2-6379bfb49664
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • FSA With Employer Contribution
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Remote Work Opportunities
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Performance Bonus
    • Pension
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program

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