Megan Habegger

Experience

• 

  LTCI Partners

  Oct 2008 - now

  Case Manager/Sr. Case Manager

  Sr. Case Manager (Team Lead)Leading end-to-end client management processes, ensuring high-quality experiences by overseeing Long-Term Care Insurance applications, underwriting, policy issuance, and post-issue stages.*Manage Case Management Team *Spearheaded efficient processing of applications, reducing wait times and boosting client satisfaction. *Regularly resolved application issues in collaboration with underwriting teams and insurance carriers.*Developed case management protocols to improve operational efficiency, aligning practices with business objectives through collaboration with senior management and cross-functional teams.Initiated comprehensive training programs for new employees, promoting proficiency in case management and insurance carrier processes, fostering a culture of continuous learning.*Directed client communication and relationship management, resolving complex inquiries, and escalating issues as necessary, maintaining a client-first approach.*Conducted client and case reviews to identify trends and inform strategy development, process improvements, and client relationship management approaches.*Earned a Certificate in Leadership and Management in July 2020 through the NFP Education and Development program.*Continually expanded industry knowledge through seminars, advanced training, and self-directed learning, staying updated with industry trends, regulatory changes, and best practices.*Successfully managed a high-volume caseload, maintaining high standards of case management, quality assurance, and regulatory compliance. Demonstrated ability to handle complex cases and negotiate with insurance carriers effectively. Mostrar menos