Michelle Creech-Hankins
Relationship Case Manager Ii @Highland Capital Brokerage
Signup · Get unlimited contacts
WORK HISTORY
Relationship Case Manager Ii @Highland Capital Brokerage
Responsible for the case management of life, LTC and DI applications. •Facilitating timely, accurate and relevant communications •Serve as a liaison between Agents/FA\'s, institutional partners, vendors, Highland Capital VP (VP\'s), and Life Insurance carriers on both formal and informal business •Reviewing applications for accuracy and completeness, ordering and managing requirements through policy issue, and managing requirements for placement •Review Life Applications for completeness and notify Agents/FA\'s and VP\'s of missing forms or information needed •Review exam and non-medical requirements included with the application in order to determine if risk class applied for is appropriate •Order medical records •Responsible for ongoing APS follow-up •Order telephone interviews and inspection reports as needed •Reconcile outstanding pending requirements and requests for additional information with Agents, Sales VP and others to set proper expectations, timelines, etc •Order illustrations as needed •Work with our Sales Support team as needed to ensure accuracy of the illustration in conjunction with the signed Application received •Verify riders applied for and if 1035X involved which may necessitate the need for additional requirements •Prepare transmittal or cover letter to send both formal and informal applications to carrier(s) •Use Paperclip for submitting and storing electronic files •Respond to requests for applications as needed •Maintain correspondence with carriers and vendors •Notify Agents/FA\'s and VP\'s, of status throughout the process •Form Relationships with carrier underwriters and be the \"face\" of HCB on behalf of the FA/Agent\'s and VP\'s •Advocate and negotiate with life insurance carriers on Informal and Formal offers •Facilitating cases by deciphering the science and make the risk objective more understandable •Work with internal underwriting resources •Shop cases with various carriers to offer alternative solutions if approved OTA
EDUCATION
Indiana University
Bachelor of Science in Business Administration, Business
ABOUT MICHELLE CREECH-HANKINS
Dedicated, ethical, loyal, and ambitious Executive Assistant/Life Insurance New Business…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.