Job: Intermediate Case Manager

Jobing Description

Job Requisition Number 11747

Essential Functions

The Case Manager is responsible for managing all aspects of assigned electronic/paper enrollments from initial broker contact through issuance. The Case Manager will be responsible for ensuring that submitted groups meet all acceptance criteria, including meeting all underwriting guidelines, minimum group size, etc. In addition, the Case Manager will ensure that all benefits sold are approved and available for sale and can be administered. The Case Manager will assist in resolving any problems or outstanding issues preventing issuance of the group or individual certificates and will be responsible for all required follow-ups to ensure the seamless processing of accepted groups. The Case Manager will interface with the electronic enrollment software vendor in the acceptance of cases and the building of all electronic case parameters. The Case Manager will test all case parameters before enrollment and will facilitate additional testing as required.

* Act as the primary contact for the employer, broker, software vendor, and internal departments regarding all aspects of assigned cases from notification to policy/certificate issuance.
* Working with the broker, gather all required data such as group size, product to be sold, industry, any required exceptions to standard procedures, etc., for purposes of determining the acceptability of the case via electronic enrollment. Communicate decisions regarding acceptance with the broker. Outline conditions of acceptance to the broker.
* Compare proposal to submitted case documents to ensure accuracy.
* Review agent and enroller licensing data. Forward exceptions to Contracts and Licensing.
* Review all case documents for completeness and accuracy. Identify missing or incomplete data. Work with the broker to resolve any outstanding or missing items.
* Interface with the employer for purposes of determining appropriate billing data, including billing type and frequency. Determine if billing requirements are outside normal processing and determine whether requested exceptions can be accommodated.
* Work with underwriting consultants to define case parameters for purposes of accepting and building the case including products, rates, case size, etc.
* Test all cases build by the software vendor. Report and track any problems. Determine if additional testing through IT or Model Office is required. Provide sign-off to the software vendor to begin loading cases for enrollment.
* Review initial electronic enrollment file submitted by the software vendor. Ensure that all required fields are present and that the submitted file reflects case parameters. Work with the software vendor to make any corrections or changes. Determine when the file is ready for submission to IT to be run.
* Receive IT reports regarding policies/certificates issued, pended, or not issued. Coordinate with internal departments, broker or employer, as needed to resolve outstanding issues. Following normal follow-up protocols ensure that coverage is issued or cancelled and applicants notified.
* Meet all established quality and performance standards established by department management. Pay close attention to detail and manage multiple changes to submitted cases as they go through the acceptance and issuance process.
* Maintain and provide reports on a defined basis regarding the status of each assigned case. Meet and maintain all applicable certification and in-house training, as required, to include LOMA, FCA, FLMI and C.E.S. (N.A.P.E.S.) designations or coursework.
* Communicate, on both a written and verbal basis, with a cross-section of stakeholders including brokers, enrollers, employers and clients, and internal departments such as New Business, Underwriting, IT, Model Office, Compliance, Actuary, and Regional offices.

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Qualifications
Required skills, characteristics, experience, education and pre-employment testing requirements

* High School diploma or equivalent required. College degree preferred.
* Minimum of five years of experience working in a case management, marketing, new business, or underwriting area of an insurance company in the worksite marketing industry preferred.
* An in-depth knowledge of basic underwriting concepts, rules and guidelines preferred.
* Experience working with general insurance business/company processes preferred.
* Must have strong PC experience including MS Word and Excel. Access is preferred.
* Demonstrated, extensive knowledge of voluntary life and health insurance products sold on a voluntary basis to include insurance systems is preferred.

* This position is in a general office environment.
* Adherence to AEGON?s Code of Conduct, Information Security Standards, and any other published practices, policies and guidelines is a requirement of the position.
* Punctual and regular attendance is a requirement of the position.
* Minimum travel may be required for onsite enrollment; 25% or less.

* Attention to Detail Able to review data/documents for accuracy and consistency; take action to prevent mistakes; follow procedures closely; keep records accurate and up to date; test services/application rigorously when needed.
* Collaboration & Team Work Able to earn trust and credibility by completing own share of the team?s work; place team priorities above own personal agenda; appropriately consider others? opinions on matters that affect the team; challenge proposed actions in a way that facilitates constructive discussion; support team decisions, even if different from own opinion.
* Communication Able to clearly present information through the spoken or written word; read and interpret complex information; talk with customers or clients; listen well.
* Customer Focus Able to build strong working relationships with internal and/or external customers; identify unexpressed customer needs and potential products/services to meet those needs; independently anticipate and meet customer needs; prioritize work in alignment with the needs of the customer; use customer knowledge and feedback to improve own work results.
* Policies, Process, And Procedures Able to act in accordance with established guidelines; follow standard procedures in crisis situations; communicate and enforce organizational policies and procedures; recognize and constructively conform to unwritten rules or practices.

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Pay,Benefits, & Work Schedule
Skill Family Group Life + Health Policy Administration
Pay Band TBD
Target Proficiency Level Intermediate
Pay Range TBD
FLSA Status Exempt
Relocation Benefits None

Regular full-time and part-time employees working 20 hours or more per week are eligible for the AEGON USA, Inc., benefit package, which is a comprehensive benefit package including optional Health, Dental, Vision, Flexible Spending Accounts, 401k, and more. More details will be provided upon selection for interview.
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How To Apply
To apply for this position, please follow the online application process. Be sure to fully complete the form and include your resume. If you experience technical problems during the application process, please email applicationsupport@aegonusa.com.
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Equal Employment Opportunity
AEGON/Transamerica is an equal opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, marital status, citizenship status, military service status, or other basis protected by law.

When necessary, Transamerica will reasonably accommodate employees and applicants with disabilities if the person is otherwise qualified to safely perform all of the essential functions of the position.
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