Job Title

/

InForce Case Mgt 1

ACG201
Primary Function / Provide consultative services to both agents and non agent clients 45-60 days prior to renewal of a case. Responsibilities include
·  Effectively renew the case by positioning the product and accurately and effectively describing benefits, available options and cost.
·  Taking inbound calls, making outbound calls,
·  Obtain all retention goals,
·  Produce quotes that meet customer needs,
·  Accurately describe benefits and features for all product lines,
·  Document system to ensure proper tracking and accountability..
Minimum Education & Experience / ·  HS or GED.
·  College Degree preferred.
·  1-3 years experience in related field.
·  Active Life and Health License.
Expertise / ·  Symptoms and facts may be incomplete, but the existence of a problem is apparent.
·  Gaps must be filled by further inquiry, which is generally confined to related work areas.
Accountability and Supervision / ·  Tasks which are generally informational, but which involve the incumbent in the analysis and/or decision-making resulting from the data itself.
·  Errors may not be obvious and may not be detected before substantial costs or time delays in the primary department activities were incurred
·  May be accountable for work of others.
·  Minimal supervision required.
·  Responsible for recommendations that may impact significant dollar implications with a subtle loss of customer or other key external agencies.
·  Provides guidance and training on information and/or services.
·  Decisions and actions may have a direct impact on the performance or staff function objectives.
·  Considerable discretion as to work details.
·  Responsible for timely project completion.
Job Knowledge / ·  Requires understanding and ability to apply basic employment skills.
·  Activities limited in scope and complexity with minimal knowledge of other operations beyond the immediate task or operation.
·  Acceptable job performance normally attained in a short period of time.