Sr. Case Administrator

Job Description:

The Sr. Case Administrator will provide extraordinary customer service as a primary contact for our regional offices, firms and Financial Professionals. The focus is to develop, manage and maintain positive relationships with these critical Partners. The Case Administrator will process new cases received in New Business from end to end while maintaining a positive experience for the regional offices, firms and Financial Professionals.

We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Responsibilities

• Point of contact for assigned region(s), responsible for the day-to-day processing
• Manages work items for a variety of new business administration tasks over the life cycle of individual life insurance applications; from initial case set-up through final disposition and acceptance of delivery receipts.
• Tasks include, but are not limited, to the following: Reviews electronically entered data and submitted images for life applications; identifies and resolves any discrepancies. Ensures all regulatory policies are enforced, inputs information into system as needed.
• Provides up to date information regarding status of contracts, outstanding requirements and guidelines.
• Provides case support to Underwriting.
• Works closely with regional offices, financial professionals and firms to ensure that the new business process, including prioritization of work meets the needs of the business, field and our department.
• Establishes and maintains high quality customer relationships – assessing customer needs and responding to them quickly and effectively.
• Works closely with the Account Managers to complete customer requests, meeting expectations with regard to timeliness and accuracy.
• Develops relationships within the home office in the areas of Underwriting, Customer Service, Sales, Compliance, and others to better understand and manage customer requests.
• Understands the escalation process and Managements role in the process
• Develops productive relationships with Financial Professionals, Underwriting and Home Office associates.
• Interacts with Leadership to promote consistency and improve business processes
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Trains and mentors other team members
• Performs other duties as assigned

Skills and Abilities

• Ability to function in a fast paced and collaborative team environment with high productivity and accuracy expectations.
• Adaptable to a changing environment and flexibility around work assignments.
• Basic math skills
• Demonstrates strong attention to detail
• Good interpersonal, verbal, and written communication skills
• Competent computer experience; demonstrated ability in Microsoft Office; the ability to utilize multiple systems and windows simultaneously.
• Demonstrates initiative, self-motivation and excellent organization skills, ability to set priorities, work under pressure and meet deadlines.
• Adapting to change
• Collaborating with others
• Strong Customer focus
• Respect for diversity
• Focusing on detail
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Education

• Bachelor's Degree Required and
• LOMA or industry courses or certification Preferred

Experience

• 3-5 Years experience in processing or similar position Preferred and
• Prior experience and/or knowledge of insurance a plus. Preferred

 Salary range: $48,000 - $67,500

All Penn Mutual employees exemplify our Shared Commitment:
Doing what’s right today, together, for the promise of a brighter tomorrow.
The feelings are mutual: Care. Respect. Belonging.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About the Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
 

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.