Job Description

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

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