Disability Insurance Case Manager

Job Summary

A company is looking for a Case Manager, Disability Insurance.

Key Responsibilities

• Review and process life, LTC, and DI applications for accuracy and completeness
• Maintain communication with agents, vendors, and carriers regarding application status and requirements
• Utilize data management systems to document and report on case activity and underwriting evidence

Required Qualifications

• Bachelor's degree preferred in financial services or related field, or significant practical experience
• Minimum of 3 years' experience in Life Insurance New Business or related fields
• Industry designations (e.g., FLMI, ALU, CLU) are a plus
• Prior knowledge of medical and financial underwriting terminology is advantageous
• Proficient in Microsoft Office and web-based management systems