Replacement Case Manager

Location NC, United States
Experience level Experienced Hire
Job details sector Life & Savings Insurance
Apply before Date not available
Review State Regulator/compliance forms for replacements. Complete Checklists and update multiple systems, posting requirements and case noting actions taken. Review premium quotes/illustrations. Prepare disclosures and notifications for clients as well as for external replacements. Heavy correspondence with Advisors and external carriers by phone, fax, email and in writing. Adhere to established time standards.


3 plus years of office experience involving heavy multi-tasking, working with numerous detailed procedures/forms requiring adherence to specific regulatory/compliance guidelines while also meeting strict deadlines/turnaround times. Excellent interpersonal and verbal/written communication skills. Self-starter with strong sense of urgency. Excellent organizational and time management skills; including follow up and follow through. Experience with handling high volume of in and outbound calls; strong customer service skills and professional telephone etiquette. Sound problem solving and decision making skills and attention to detail; ability to interpret complex written information and do thorough research to solve problems. Must be able to work overtime during peak times (ex: end of week, end of month, end of quarter and end of the year).



We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.