NAILBA Perspectives 2021 Q1 | Page 6

CEO COLUMN
A new year offers a new opportunity to get it right , pay closer attention to detail and deliver that perfect quote ... one that protects someone ’ s mother , father , daughter , son , brother , sister or friend .
CEO Column from page 4
In reviewing numerous agency employment postings for case manager positions , the following was shared :
Prior experience with , or quick ability to effectively learn various computer software applications including a CRM and Document Management software , etc . Ensures appropriate application and ancillary forms have been included according to carrier guidelines . Upon receipt of applications , verifies agent is properly contracted with the Carrier and meets various state regulations . Regularly monitors status of individual cases . Follows up on outstanding issues in an endeavor to minimize the length of time between receipt of application , issue and in-force status , contributing to customer satisfaction and corporate profitability . Maintains regular contact with writing agent to advise them of case progress . General understanding of life insurance , sales and the underwriting process .
As many NAILBA agency principals have shared , case managers are part of the front lines . Without case managers , especially ones with a very particular set of skills , the 40 million uninsured and the 40 million under-insured gaps will never be closed . The above requirements for the case manager role cannot be achieved without proper professional development .
Certification program
In November 2020 , NAILBA announced a groundbreaking new certification program for life insurance case managers . The first of its kind , NAILBA ’ s web-based program was built to enhance an increasingly automated and more complex business function . Client applications have begun to require more involvement from case managers in recent years , and the current pandemic environment makes the case manager ’ s role even more critical .
The certification consists of eight instruction modules on key case management topics as detailed on page 48 of this issue . There is a 175-question final exam for those pursuing the NCCM designation .
NAILBA Certified Case Manager ( NCCM ) Instruction Modules : Life Insurance Overview The Underwriting Process The Role of the Brokerage General Agency ( BGA ) Types of Case Submissions The Case Manager Role Case Management Requirements Working with Advisors & Insurance Professionals Regulatory Considerations
A new year offers a new opportunity to get it right , pay closer attention to detail and deliver that perfect quote . Instead of a line from a movie , this quote protects someone ’ s mother , father , daughter , son , brother , sister or friend .
Are your case managers NAILBA Certified ? Do they possess a very particular set of skills ? If not , 2021 is the time to visit www . NAILBAcasemanager . com . More details can be found on page 46 of this Perspectives magazine .
6 Perspectives Q1 2021