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Case Management Support Analyst

4374

We are Farmers!

Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmers Insurance also offers extensive training opportunities through the award winning University of Farmers named by Training magazine amongst top 10 corporate training units in the world.

Job Summary

Shift: Mon-Fri 9:15am – 6:00pm

Work with Case Management Specialists to support clients, agents, and producers to comprehensively process and proactively manage and monitor the Life application from the initial receipt of application through the final receipt of forms upon delivery. A good command of communication and organizational skills is required to process applications in a timely and responsive manner.

Essential Job Functions

Works with and responds to Case Management Specialists and Management requests throughout the life cycle of each case; provides the producer with information regarding underwriting or policy issue as required Assists the Underwriting Operations functions by proactively identifying, responding and resolving all Underwriting requirements. W orks with clients, agents and vendors to ensure requirements are received in a timely fashion for review by appropriate parties Schedules necessary medical requirements and orders required medical and non- medical information such as inspection reports and MVRs or other carrier requested requirements. Follows up with producers / vendors to obtain requirements and updates case record. Processes policy issue and required forms for delivery. Ensures life applications are closed after 60 days in underwriting and are processed according to UW Ops guidelines. Provides status and guidance to agents and their staff in regard to process. Searches and matches requirements to case files and refers complex situations to Case Management Specialists as appropriate. Reviews all assigned applications for missing information and/or requirements and requests all administrative requirements as early in the process as possible. Must be highly proactive in managing case pending requirements. Collaborate with Case Management Specialists and Management to resolve outstanding underwriting operations issues and concerns. Supports Underwriters, Case Management Specialists and Agents to work in a streamlined underwriting operations process and improve overall time service. Other duties as assigned.

Physical Actions

Physical Environment

Education Requirements

High school diploma or equivalent required.

Experience Requirements

Life insurance experience preferred but not required

Special Skill Requirement

Intermediate Computer skills required Excellent Communication and Customer Service skills required

Additional Qualification

Job Location(s): US - OH - Columbus

Want to learn more about our culture & opportunities? Check out farmers.com/careers and be sure to follow us on Instagram and LinkedIn!


Nearest Major Market: Columbus
Nearest Secondary Market: Dublin

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