Member Benefit

INSURANCE - JOB POSTING

MOSS ADAMS WEALTH ADVISORS,LLC 

SEEKING INSURANCE CASE MANAGER

Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning to build, manage, and preserve net worth. Moss Adams Wealth Advisors is an affiliate of Moss Adams LLP, the leading Western based accounting, tax, and business advisory firm dedicated to serving high net worth individuals and middle market enterprises in both the public and private arenas.
 
Moss Adams Wealth Advisors is currently seeking an Insurance Case Manager. The Case Manager's primary role will be facilitating the placement of insurance, including, but not limited to life insurance, variable and fixed annuity, long term care, disability and life settlement. The Case Manager will work closely with advisors in strategizing, and structuring insurance proposals to be presented to clients for personal, business and estate planning goals. 

 
Responsibilities:
  • Supervises routine and complex engagements
  • Facilitates the application and underwriting process for all types of insurance products, including life, disability, LTC, life settlement, fixed and variable annuities
  • Acts as a liason between the financial advisor, CPA, client and the BGA (broker general agency)
  • Provides technical support in the underwriting process and insurance products
  • Reviews applications and provides support to the financial advisors, CPAs in identifying potential policy structure, application and/or underwriting issues
  • Provides constant communication regarding the status and requirements of all engagements to all interested parties

 

Qualifications:
  • Bachelor’s degree
  • Insurance licensed
  • Minimum of 5 years of experience as a insurance case manager
  • Understands the underwriting process for all types of insurance products, including life, disability, LTC, life settlement, fixed and variable annuities
  • Strong understanding of insurance policy structure  
  • Excellent written and verbal communication skills
  • Strong attention to detail and accuracy
  • Excellent organizational skill, able to multi-task, and prioritize effectively
  • Able to work independently
  • Proficient with Word, Excel, Power Point
  • Familiar with internet financial applications and able to learn new technologies<