Job description

A case manager at BSMG drives an exceptional customer experience. They maintain primary ownership of insurance applications during the underwriting process and work in conjunction with our sales team, the insurance carriers, and others to provide our customers (the insurance agents and financial advisors) with a best-in-class experience while guiding them through the underwriting process. Case Managers are the primary point of contact while a case is in underwriting and provide ongoing status, problem resolution, and support to ultimately close a case.

Ability to react to change in a productive and positive manner with willingness to support your team and accomplish team goals are key components of this position. Our life insurance product offering is a critical piece of our customer’s business model and you play a direct part in its success. You will be part of a team that will continually innovate in finding new ways to provide our customers with the best new business experience.

If this sounds like you, we would like to speak with you! Our successful candidate:

Has over 3 years’ experience in a similar role in the life insurance industry

Has multiple carrier insurance product experience

Is a team player and works with minimal oversight

Demonstrates strong problem-solving skills and prioritizes work in a sales environment

Communicates accurately and professionally in both verbal and written communication with internal and external customers alike

Has strong organizational skills and the ability to stay informed in a rapidly changing environment

Has excellent relationship-building and negotiating skills

Information about BSMG:
Founded in 1972, Brokers’ Service Marketing Group is a nationally recognized life insurance and annuity brokerage general agency. Our clients are financial institutions (banks and BDs) as well as individual financial advisors. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing. We have doubled in size over the last 10 years through consistent, diversified growth and we continue to grow our sales team of entrepreneurial sales professionals.

BSMG is a team of professionals striving to create memorable experiences every day. We believe that acting as a fiduciary to the policy holder, providing service excellence, and being passionate about what we do every day (even having fun!) are all keys to our differentiated business model. We are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers, and producer groups. BSMG has strong relationships based on mutual respect with the Nation’s leading insurance carriers. Our proprietary underwriting process, RDU™ (Risk Differentiated Underwriting) is unmatched in the industry for delivering exceptional underwriting results on cases of significance. BSMG has developed a stellar industry reputation over the past 4+ decades with all our carrier partners as well as those with whom we do business. BSMG is a dynamic, exciting place to work – being recognized as a Best Place to Work in Rhode Island in 2019, 2020, and 2021, as well as having received the Worksite Health Award (superior rating).

Equal Employment Opportunity Statement

BSMG provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, BSMG complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

BSMG expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of BSMG’s employees to perform their job duties may result in discipline up to and including discharge.

Other Duties

The above information describes the general nature and level of work performed by employees in this position. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications of employees so classified.

Department Account Management & Service

Required Experience: 7-10 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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