Job Information
Armed Forces Benefit Association Case Manager in Lincoln, Nebraska
About Armed Forces Benefit Association (AFBA) and 5Star Life
In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve and to solving their unique problems remains core to everything we do. Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of all who serve today, including active duty, National Guard, and first responders. Providing protection to those who go in harm’s way, we ensure survivor and other benefits are available to all who serve, defend, and protect our great nation, no matter what. 5Star Life Insurance Company was founded in service and carry that mission today by committing to serve those who serve, from underwriting benefits for military and first responder families to providing coverage to the employees that keep our communities running. Our commitment to our communities – rather than the bottom line- drives our business.
We offer a hybrid work environment. This position is in Lincoln, NB.
General Description
This role of Case Manager will manage a book of business, providing daily administration and maintenance of voluntary group insurance accounts with particular focus on billing and reconciliation of employee life insurance premiums.
Essential Duties and Responsibilities
Manage and assume ownership of all daily activity on group accounts assigned.
Monitor and audit group account billing for timeliness and accuracy. Make adjustment as needed to correct errors.
Coordinate/Communicate verbally and in writing with all necessary parties as needed to ensure effective, efficient and up to date status of accounts.
Reconcile and post incoming premium remittance from group clients accurately and within company standards.
Maintain accurate and timely records on all premium activities
Monitor group remittance discrepancy reports and work with group points of contact, brokers, and other third-party administrators to correct billing discrepancies.
Review and clear aged items in group, general accounting, and policy suspense within required time service standards.
Draft written correspondence when necessary to communicate with employer group points of contact, group administrators, or individual customers when necessary.
Manage group payment histories to ensure proper and timely application of premiums
Provide regular summary reports on any challenges or activities to improve service to our group customers
Assist with customer calls and inquiries as needed
Education, Licensure, Certification, and Experience
Bachelor’s Degree (strong preference for accounting or finance) or equivalent experience in financial related industry a plus
Previous premium and reconciliation experience or subsequent accounting classes, preferred
Understanding of basic accounting principles, required.
Knowledge, Skills, and Abilities
Must be very proficient in Microsoft Excel with ability to use Excel analytic tools
Willingness and ability to learn new systems, tools and processes
Must have a strong working knowledge of other Microsoft Office applications
Self-motivated – you are a “go-getter”, minor hurdles do not prevent you from achieving your objectives while working either as part of a team or on a self-directed basis
Solution oriented – you have a proven record of problem solving and proactively building service improvements or enhancements that benefit the end consumers
Strong written and verbal communication skills – you are a good listener, clearly articulate your thoughts, and are very persuasive
Organized – you easily prioritize to maximize your efforts and maintain a strong attention to detail, with an ability to multitask as needed
Proven track record of excellent customer relations – able to positively connect with all levels of field force, staff, vendors, and customers
Ability to work independently or within a team environment
Benefits we offer:
health insurance (medical, dental, and vision)
flexible spending accounts (medical and dependent care)
401k plan with generous employer match
paid time off
paid holidays (11)
life insurance
short- and long-term disability insurance
employee assistance program
professional development & tuition reimbursement
career growth opportunities
on-site gym and locker rooms (Alexandria, VA office only)
friendly, collaborative culture
Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply. As an equal opportunity workplace, we are committed to creating an inclusive environment for all employees. AFBA and 5Star Life Insurance Company endeavors to make reasonable accommodations to the known physical or mental limitations of qualified applicants with a disability unless the accommodation would impose an undue hardship on the operation of our business. If an applicant believes they require such assistance to complete the application or to participate in an interview, or has any questions or concerns, they should contact Human Resources (hr@afba.com) (hr@afba.com). EEO is the Law (https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf) (Link to external DOL site). AFBA and 5Star Life Insurance Company is an Equal Opportunity Employer and an E-Verify Employer.