Case Management Support

Health IQ

Dallas, TX, US
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 05/04/2021
  • Website: healthiq.com
  • Company Address: 2513 Charleston Road Suite 102, Mountain View, CA, 94043

About Health IQ

Health IQ believes those living a healthy lifestyle are overpaying for their insurance. We are the only company that combines your current health, health literacy and active lifestyle to better predict your long-term health, getting you rates up to 41% lower.

Job Description

What you will be doing...

  • Review and audit life insurance applications prior to submission and send them to carriers for review and underwriting.
  • Partner with Case Managers to assist in managing a caseload of in-process life insurance applications that are in need of requirements or follow up of requirements ordered
  • Order medical records / electronic EHR and any other underwriting requirements needed for insurance carriers.
  • Prepare and prefill documents required by insurance carriers and send to clients via DocuSign.
  • Master all carrier workflows, both application and underwriting processes, software systems and carrier websites/portals as necessary to carry out your responsibilities
  • Collaborate cross-functionally with other operations teams (sales, customer success) as well as externally with exam vendors and carriers to ensure a seamless process for our clients.
  • Utilize internal reporting tools to manage your work and case inventory

Please reach out to us if you have:

  • A minimum of 2 years working in a professional office setting.
  • Experience working with Google documents
  • Salesforce experience helpful
  • Strong attention to detail
  • Ability to maintain confidentiality of client information
  • The desire to learn about life insurance and underwriting.
  • Organizational skills with the ability to multitask and prioritize projects.
  • Effective and clear communication skills.
  • Comfortable with speaking to insurance vendors and carriers via telephone.
  • Ability to write professional customer facing correspondence
  • A proactive attitude; you like getting ahead of any and all issues
Join the Health Conscious Workplace of the Future 
To make the world a healthier place, we started in our backyard. We created a health-conscious environment that allows each of our employees to reach their personal health goals. Below are a few of the employee-led programs that make working at Health IQ truly unique. 

1. Nutritionally Supportive Environment
Anyone who has tried to stay healthy knows it’s hard to stick to your particular nutritional goals throughout the day with soda, chips, and sugary treats all around you. So we provide our employees with quality food and snack options, like a limitless supply of organic nuts, fruits, and veggies instead. 

2. Optional Fitness Time
Instead of the usual ping pong table, we’ve dedicated space for our employees to enjoy yoga, spin bikes, exercise equipment, and other wellness activities. We believe a healthy body is at the core of a healthy mind, so whether it’s time for a walk, using the exercise equipment, or daily meditation, we make it easy. 

3. Casual Office Attire
Ever dream of coming to work in your casual fitness attire? Well, that's how we roll at Health IQ! Be comfortable and let your fitness fashion shine! 

4. Like-Minded Coworkers
At the end of the day, we are a business-minded insurance company and we use analytics to measure our success and drive our business. Coming to work and working hard however is much more fun when you are surrounded by like-minded people who are motivated by the same personal goals as you. Our employees are making friends that will last a lifetime. 

5. Motivate and Compete
Many of our employees are current or former athletes who are competitive and like to win. They motivate each other to do their personal best every day, and together we win as a team and as a company! 

6. Excellent benefits
We pay 100% of our employees' costs toward medical, dental and vision insurance. 

Are You Ready to Join The Movement? 
Health IQ is the internet's fastest growing online Insurance Company in the US. In the last few years, we’ve gone from 0 to $24B in coverage, 0 to 230 employees, 0 to $139MM in venture capital raised. Why is our product selling so fast? We have a data advantage. Health IQ spent 6+ years gathering the science and the proprietary data from our popular Health IQ test (taken 10.2 million times) to convince insurance carriers to give lower rates on life insurance for vegans, marathoners, triathletes, well-controlled diabetics, yogis, Crossfitters, and more. These special rates are exclusive to us saving consumers thousands of dollars each and rewarding them for living a healthy lifestyle. 
 
Hyper-growth means hyper opportunity for employees! While many companies hire managers externally or use a tenure system, we pride ourselves on our cultural value of meritocracy. This means that as we grow and new positions are created, we look to promote our top performers from within. Today over 80% of our managers are promoted from internal roles.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.