Posted 40 months ago

Case Manager

Remote (US)RemoteFull-time

AI Summary

Manages life insurance cases end-to-end for agents, reviewing medical histories, securing information, negotiating with carriers, and expediting underwriting while maintaining strong client-related relationships.

About this role

Join our team and accelerate your career.

Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual.

What you'll do:

Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed

Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions

Aid agents in the underwriting process and be on the front lines of agent communication

Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience

Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers

Continuously look for ways to expedite and improve our processes and services

Maintain positive relationships with agents, underwriters, and the internal team

About you:

Strong written and verbal communication skills

Life insurance case management at a brokerge firm is required

Track record of successes in a fast-paced, customer service environment

Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome

Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome

Ability to quickly learn and master our internal and carrier software programs

Experience with an agency management system

Skills

Agency Management SystemApplication ReviewCarrier NegotiationCase ManagementClient CommunicationsCRMData GatheringDocument CoordinationEscalation HandlingExplanation Of CoverageInternal SoftwareLife Insurance UnderwritingMedical History AnalysisProcess ImprovementStatus TrackingUnderwriting Support

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