Life Insurance Case Manager

Job Summary

A company is looking for a Life Insurance New Business Case Manager (CST Remote).

Key Responsibilities

• Manage an individual caseload of in-process life insurance applications from underwriting approval through issue and placement
• Serve as the primary point of contact for all case-related matters, coordinating with internal departments, advisors, and insurance carriers
• Build and maintain effective working relationships with regional offices, carrier teams, and internal members to enhance customer experience

Required Qualifications

• High school diploma or equivalent required
• Minimum of two years of experience in life insurance case management within a life insurance or brokerage environment
• Strong working knowledge of life insurance case processing
• Life & Health license preferred