Case Manager, Life Insurance

As a Case Manager, Life Insurance, you will monitor term case progress, track down requirements, and provide ongoing status updates to ensure a smooth experience for financial professionals and clients. You will work with internal sales partners and insurance carriers to negotiate better offerings and waive requirements as needed.

Requirements

• Monitor term case progress and track down requirements
• Provide ongoing status updates and escalate as needed
• Review application information and identify issues
• Negotiate with carriers for better offerings
• Seek continuing education on the latest product offerings
• Maintain positive relationships with financial advisors and underwriters

Benefits

• Paid Time Off (PTO)
• Paid holidays
• Medical, Dental and Vision insurance
• Adult and child orthodontia
• Health Savings Account (HSA)
• Short-Term and Long-Term Disability
• Pet insurance
• 401(k) option
• Company paid Life and AD&D insurance
• Supplemental Life and AD&D insurance
• Flexible Spending Accounts (FSAs)