Case Manager
Current- Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to relationship case manager.- Serve as a concierge level liaison between relationship case managers and insurance carriers. - Administers "pre-underwriting" functions including application management, informal file reviews and managing the File Share inbox. - Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of… Show more - Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to relationship case manager.- Serve as a concierge level liaison between relationship case managers and insurance carriers. - Administers "pre-underwriting" functions including application management, informal file reviews and managing the File Share inbox. - Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of practices of individual carriers, contacts internal and/or carrier underwriting staff to confirm validity of issues. - Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker. - Locates any missing documents to keep file in good order.Ash Brokerage’s team of more than 350 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Show less