Case Manager, Wholesale Insurance  

Founded in 1999, MVP Financial Services solves real-life problems for Americans by fulfilling the important and significant need that life insurance plays.  As a growing organization, we look for team members that have their own stories to tell and life experiences to share.  Team members have faith and confidence in their ability to guide clients through unique situations with precision and attainable real-life solutions. 

Our vision is to innovate and bring exciting solutions to our industry and market.  We have a national distribution focus and are a growing organization driven by a relentless desire to create value.  Through innovation and access to new markets, we are focused on achieving steady, sustainable, ethical growth, and to make a difference in the lives of clients, the financial professionals we support, ultimately providing consumers the financial security they seek and deserve.  Based in Chicago, IL, we have offices in Illinois, Wisconsin, North Dakota, Texas, and California, and we will open further locations.   In this role, we would prefer the candidate work from Oak Brook, IL, but can also offer Glenview, IL, Madison, WI, and San Diego, CA.

We are committed to providing cutting-edge protection and income solutions to financial professionals and fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected.  Our products and solutions provide insurance solutions often missing in delivering financial advice to clients. 

To further our commitment to quality insurance products and services, we are a member of a national marketing organization, providing MVP and our advisors with appointments to all the key and leading insurance carriers needed to provide quality insurance solutions.  We are also members of the National Association of Independent Life Brokerage Agencies (NAILBA) and other key national industry organizations. 

We are an inclusive workplace, focused on attracting and retaining talented individuals.  MVP provides valuable solutions that meet the needs of our advisors, and deliver on our mission of helping more people achieve financial security.  

We are seeking a passionate, high-performing person to join our growing team to cover our Itasca, IL region, and for those with a practice and strategy in mind, we will create an office for you.  Are you that person? 

The Case Manager position is responsible for managing and building relationships with licensed financial advisors and insurance professionals, and other partners to grow insurance sales. The ideal candidates should have experience working within independent and institutional channels and a proven track record of building strong relationships. 

The Case Manager is responsible for the application from the time it arrives until it is funded, issued and mailed. New Business is the first interaction many of our advisers have with the home office. This first impression needs to include excellent communication and superior service which focuses on building relationships. Necessary skills include phone and email interaction as well as exceptional processing with attention to detail. Ability to effectively multitask is essential in this position. While the new business system provides some initial validation, processors must be familiar with product rules, the suitability process, as well as state and FINRA regulations. 

Key Responsibilities: 

• Answers in-bound calls from our advisers and field offices – providing superior service that demonstrates ownership, follow-through and a positive tone. 

• Learns the entire new business process from application entry, check handling, order/coordinate insurance exam, order medical records, and complete any required follow-ups with APS provider and case management 

• Reviews electronic and paper documents for completeness, adherence to state regulations and to determine suitability. 

• Works directly with the business development team to identify areas of opportunity to improve service levels and recommend best practices 

• Enters data into appropriate system, and contacts field representatives regarding additional requirements. 

• Proactively provides up to date information regarding status of contract, outstanding requirements and transaction explanations; uses problem-solving skills to address unusual situations and escalates concerns as well as complex cases when necessary 

• Develops inter-department relationships to effectively work with others to bring a case to resolution. 

• Processes necessary transactions and documents the case demonstrating attention to detail. Meets speed of service and quality goals for each task function 

• In-force Servicing 

• Prepare in-force policy/plan reviews and analysis 

• Manage ongoing client servicing 

• Administration 

• Maintain correspondence, client files, and records according to company’s compliance guidelines. 

• Performs other duties as assigned by management 

• Contributes to overall team goals and takes the lead on projects 

• Maintains knowledge of all insurance products, illustrations, systems, industry regulations and department standards and goal. 

• Complies with all company and site policies and procedures 

• Remains current in profession and industry trends 

• Successfully completes regulatory and job training requirements 

• Performs other duties as assigned 

Key Expectations: 

• Meet, or exceed, activity metrics and recruiting goals. 

• Maintain Outlook Calendar and CRM system. 

• Meeting detail and notes should be entered directly following appointment (activity notes should include topic of conversation, case information, next steps for internal support follow-up, and date of next scheduled appointment/event). 

• Meet or exceed the minimum production standards (updated as needed to reflect current opportunity). 

• Weekly planning/review meeting with internal partners. 

• Effectively manage travel & expense budget to grow sales. 

Necessary Skills and Competencies:
(The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) 

• Bachelor's degree in business or equivalent education and relevant experience; 

• Effective interpersonal and written communication skills; 

• Ability to provide excellent customer service to both internal and external customers; 

• Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously; 

• Capable of working independently as well as in a team environment; 

• Experience with PC's in a Windows environment; 

• Ability to build, manage and develop strong interpersonal relationships; 

• Ability to display maturity, competitiveness, and good work ethic; 

Qualifications and Licenses:  

• College diploma, undergraduate degree, or equivalent experience; 

• 3+ years industry experience; 

• Strong proficiency in English 

• Strong interpersonal, written, and verbal communication skills are required; 

Compensation:  

• Commensurate with experience; 

• Flexible schedule; and 

• Paid time off. 

MVP Financial Services, LLC is a wholly-owned subsidiary of Dynamique Financial, LLC which is a disability-diverse business that supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. We are a drug free workplace.