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Relationship Case Manager

Relationship Case Manager

Relationship Case Manager

Advisor Group
Atlanta, GA 30328

Job details

Job Type


Highland Capital Brokerage Operations Opportunity

Relationship Case Manager, Highland Capital Brokerage

Location(s): All Locations & Remote

Role Type: Full time


Responsible for the case management of life, LTC and DI applications submitted to the Life New Business Team. The team member will be responsible for facilitating timely, accurate and relevant communications. They will serve as a liaison between Agents/FA’s, institutional partners, vendors, Highland Capital VP (VP’s), and Life Insurance carriers on both formal and informal business. This position requires the analytical ability to successfully combine medical, financial, reinsurance and general life insurance expertise. The mechanics of managing the business include reviewing applications for accuracy and completeness, ordering and managing requirements through policy issue, and managing requirements for placement.


  • Review Life Applications for completeness and notify Agents/FA’s and VP's of missing forms or information needed
  • Review exam and non-medical requirements included with the application in order to determine if risk class applied for is appropriate
  • Order medical records using discretion based on available information as well as communicating with carrier underwriters to determine necessity.
  • Responsible for ongoing APS follow-up with approved vendors or doctor's office directly and managing expectations for all parties
  • Order telephone interviews and inspection reports as needed
  • Reconcile outstanding pending requirements and requests for additional information with Agents, Sales VP and others to set proper expectations, timelines, etc.
  • Order illustrations as needed. Work with our Sales Support team as needed to ensure accuracy of the illustration in conjunction with the signed Application received. Verify riders applied for and if 1035X involved which may necessitate the need for additional requirements
  • Prepare transmittal or cover letter to send both formal and informal applications to carrier(s)
  • Use Paperclip for submitting and storing electronic files
  • Respond to requests for applications as needed
  • Other related duties as required

Monitoring and Communication:

  • Maintain correspondence with carriers and vendors by telephone, fax, memo
  • or email
  • Notify Agents/FA’s and VP’s, of status throughout the process and bring in New Business Management for escalations
  • Form Relationships with carrier underwriters and be the "face" of HCB on behalf of the FA/Agent's and VP’s.
  • Advocate and negotiate with life insurance carriers on Informal and Formal offers.
  • Ability to negotiate carrier offers where appropriate to ensure that optimal underwriting class is being received.
  • Ability to explain and “sell” the competitive offer when approved other than applied for
  • Facilitating cases by deciphering the science and make the risk objective more understandable.
  • Work with internal underwriting resources as needed so as to properly position cases.
  • Shop cases with various carriers to offer alternative solutions if approved other than applied for
  • Evaluate underwriting evidence and provide guidance on cases approved other than applied for.
  • Utilize data management systems per Highland Capital protocol to document and ensure accurate reporting

Education Requirements:

  • Associates college degree is required.

Basic Requirements:

  • 3 + years brokerage New Business or Life Insurance industry experience
  • Proficient with Microsoft Word, Excel, Outlook, and ability to work effectively within multiple web browsers and learn new technology as needed
  • Utilize web-based agency management system to track case activity, or preferably hands on experience with iPipeline suite of products including Agency Integrator
  • Utilize web-based document management system to organize, manage and securely transmit applications and all case related documents to our carrier partners using Paper Clip
  • Utilize data management systems per Highland Capital protocols to ensure accurate reporting

Preferred Requirements:

  • Prior knowledge of medical and/or financial underwriting terminology is a plus
  • Industry designations (e.g., FLMI, ALU, CLU, ChFC, CFP, etc.) are a plus

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

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• Mobile: NA

• Location: NA

• Post ID: 21174937

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