About the Role
We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases—ensuring every case moves efficiently from submission through placement.
The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients.
What You’ll Do
• Manage a portfolio of 50–70 pending life insurance cases from submission through placement.
• Review new life insurance applications to ensure all requirements are complete and 'in good order'.
• Order and track medical requirements, medical records, exams, and other underwriting documentation.
• Act as the liaison between financial advisors, clients, vendors, and carriers—providing timely case status updates and resolving issues quickly.
• Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards.
• Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients.
• Partner with the internal underwriting team to review escalations or complex cases.
• Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term.
• Build and maintain strong relationships with advisors, internal team members, and carrier contacts.
• Provide high-quality customer service as the primary contact for financial advisors on case-related matters.
• Develop a solid understanding of carrier products, procedures, and underwriting guidelines.
What You’ll Bring
• 3–5 years of experience as a Life Insurance Case Manager in a multi-carrier environment.
• Proven ability to manage complex or high-net-worth cases for independent advisors.
• Strong understanding of the life insurance sales process and client communication best practices.
• Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously.
• Proactive problem solver who takes ownership of outcomes and demonstrates initiative.
• Experience working across multiple systems, managing both electronic and physical documentation.
• Strong written and verbal communication skills; ability to build trusted relationships.
• Familiarity with medical terminology and life insurance underwriting processes preferred.
• Education: High school diploma or equivalent required; higher education a plus.
Preferred Licenses & Certifications
• Life & Health License
• Series 63
• Series 6
Why Join Us
• Competitive base salary
• Comprehensive benefits package
• Collaborative, professional work culture
• Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
...Ecommerce/Marketplace Account Manager, you will own the strategy and execution for pure-play ecommerce channels including Amazon, Wayfair, Overstock, and other marketplace partners. This role blends strategic thinking with hands-on execution, building go-to-market plans...
...LANGUAGE : Japanese Interpreter As a remote interpreter, you play a significant role in facilitating communication between JAPANESE... ...at the request of the client. Requirements: Proficiency/Bilingual/Native level of English and target language Computer or...
...Company Description The University of Maryland Medical System (UMMS) is an academic private health system, focused on delivering compassionate, high quality care and putting discovery and innovation into practice at the bedside. Partnering with the University of Maryland...
About Us PAM Transport was founded in Tontitown, Arkansas, in 1980 by Paul Allen Maestri as a 5 truck operation. In our 40+ years of being in business, we have become an international company with more than 2,200 trucks and 8,000 trailers. Our goal is to provide exceptional...
Contract Litigation Attorney - Top International Law Firm Direct Counsel is seeking a contract litigation attorney to join a top international law firm in handling high-profile litigation matters for a major technology company. This role offers the opportunity to ...