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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Mgr, Internal Consulting

Job ID: R-020216 Date posted: 01/10/2022 Primary Location SC-Fort Mill

Please do not contact the hiring manager directly. All internal applications and referrals must be properly submitted through the system and the assigned Recruiter will manage all inquiries related to the position. 

Are you someone who has solid relationship building skills and enjoys leading a team?

Do you have a proactive mindset and a can-do attitude?

Are you someone with a strong understanding of business operations within the life insurance industry?

Are you looking for a position where there is opportunity for advancement?

Excited to learn more? If so, then this could be the role for you!

Job Overview

Responsible for management of the Case Management team to ensure a high quality and  efficient service level delivery for  insurance cases.  The Lead Case Manager will provide a breadth of knowledge to the case management staff by implementing an ongoing training process, serve as a point of reference for the staff, and managing a case load as it pertains to important or escalated cases.

Essential Functions:

Directs Case Management processes to ensure quality and efficient service is maintained on all insurance applications prior to forwarding to our insurance carrier partners.

What will you do?

  • Supervise new application and case processing to ensure thorough review, accurate data entry, proper determination of carrier requirements are consistently made on all insurances submitted.
  • Coach individuals and teams to develop thorough case processing knowledge and develops all staff to ensure quality case processing knowledge and positive service level experiences with internal and external customers.
  • Establish and monitor individual and team goals.
  • Provide and maintain regular reporting of case management key metrics
  • Conduct regular performance reviews.
  • Manage a case load of insurance applications and use experience and knowledge to maximize the timely issuance of policies.
  • Serve as the advisors’ main point of contact when dealing with resolution of case escalations.
  • Analyze carrier requirements and facilitate dialogue with underwriters to obtain exceptions, improve offers, and expedited processing.
  • Act as the first point of contact in the case escalation process.
  • Along with your counterparts, create and schedule training for case management and operations team.
  • Manage the case management and operations calendar for all process, underwriting, and departmental training.
  • Coordinate with carrier and underwriters to leverage their knowledge and materials for LPLIA continued ongoing underwriting training.
  • Create and perform training as it pertains to technology systems process changes and implementation.

Other Job Duties:

1.  May be expected to travel to alternative business locations

2.  Actively participate in projects directly/indirectly affected areas of responsibility

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

What skills, experiences, and education are required?

-Strong Case Management experience is a MUST

-Leadership experience preferred (not required)

·MS Outlook, Excel proficiency required

·Proficiency with Agency Integrator and Paperclip Preferred (new business tracking and imaging systems)

·Superior oral and written communication skills

·Strong analytical and critical thinking skills

·Strong prioritization and organizational abilities

·Strong follow through and sense of urgency

·Ability to work comfortably in a fast-paced, ever-changing environment and prioritize daily tasks

·Ability to work within a team and independently, take the initiative with a strong attention to detail

·Positive attitude and professional demeanor

·Commitment to excellence and integrity

Compensation Grade:

6a

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously.  Learn more here!

Want to see info on our benefits?  Learn more here

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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