As a Case Management Associate, you'll enter new cases, monitor applications, coordinate offers, and improve processes while maintaining relationships with agents and internal teams.
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, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.
What You'll Do:
- Core working hours are 10:00 AM – 7:00 PM ET
- Enter new cases in the Agency Management System
- Monitor our New Business email inbox for incoming requests
- Review & Scrub applications to ensure they are in good order
- Submit and coordinate offers for informal applications
- Order and follow-up on medical exams and attending physician statements
- Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed
- Aid Case Managers and Sr. Case Managers in the underwriting process
- Reconcile the AMS requirements with carrier portals
- Continuously look for ways to expedite and improve our processes and services
- Maintain positive relationships with agents, underwriters, and the internal team
- Keep the AMS systems up to date
Who You Are:
- Strong written and verbal communication skills. You should be capable communicating clear instructions to advisors.
- Life insurance & case management experience is required
- Track record of successes in a fast-paced, customer service environment
- Excellent relationship building and the ability to influence a situation to achieve the best client outcome
- Ability to quickly learn and master our internal and carrier software programs
- Experience with an agency management system is preferred
Top Skills
Agency Management System
Internal Software Programs
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