NCMC - Section 5: The Case Manager Role

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.

Section Overview: 

PART I – PRINCIPAL RESPONSIBILITIES AND INTERACTIONS
The case manager role is an intense position that requires a sense of urgency, interpersonal skills, management of competing priorities, and attention to detail. This video provides a detailed overview of the case manager’s responsibilities and key interactions to help process and place insurance cases in the most swift, efficient, and accurate manner possible.

PART II – SKILLS, PERSONALITY TRAITS, AND PERFORMANCE INDICATORS
Case managers have a set of professional skills and personality traits that help them gather and steer the necessary underwriting requirements and negotiate with carriers to secure the most advantageous offers possible. This video reviews the traits of high performing case managers, including a discussion on interdependencies, key performance indicators, and work prioritization.

FIELD DEVELOPMENT COMMITTEE

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