Life Insurance Case Manager

Working from home
Mar 06, 2023
Apr 11, 2023
Job Type
Full Time

About the Role

Executive benefits brokerage seeks experienced professional for Case Manager position.  In this position, you will work with elite affiliate firms and producers to provide case management services for life insurance brokerage activities.

Duties & Responsibilities

  • Efficiently manage the submission of individual life insurance applications to life insurance companies.
  • Reconcile outstanding pending case requirements and requests for additional information with agents.
  • Advocate and negotiate with life insurance carriers on informal and formal offers.
  • Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc.

Qualifications & Experience

  • 3 to 5 years experience working as a life insurance case manager within a life insurance brokerage operation or an independent life insurance practitioner.
  • Prefer experience with a multi-carrier environment and managing complex cases for independent advisors that work with high net worth individuals.
  • Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support.

Compensation, Benefits, & Perks

$60k, bonus, health insurance