Investigate, evaluate, and dispose of moderately complex insurance and/or reinsurance claims in keeping with sound claim practices and company procedures. Takes a new perspective using existing solutions. Analyze claims and make payment decisions, ensuring claims fall within policy terms. Evaluate and establish reserves, communicate with stakeholders, and complete special projects.
Responsible for building and maintaining relationships with Intermediary Distributors (BGA/IMO) and other partners to generate Long Term Care sales with assigned accounts. Develops wholesaling business plans, educates accounts on product benefits through presentations, and collaborates with internal wholesaler support to meet sales goals. Manages expenses and updates activity in CRM, contributing to the development of sales strategies and marketing plans.