Relationship Case Manager

Job Summary

A company is looking for a Relationship Case Manager to manage life, LTC, and DI applications and facilitate communication among various stakeholders.

Key Responsibilities

• Review life applications for accuracy and completeness, and communicate with agents and VPs regarding missing information
• Monitor case status and requirements, ensuring timely follow-up with carriers and vendors
• Negotiate with carriers on offers and provide guidance on underwriting evidence for optimal outcomes

Required Qualifications

• Associate's Degree required; Bachelor's degree preferred
• Minimum of three years of experience in Life Insurance New Business, General Agency, or Life Insurance company
• Knowledge of medical and financial underwriting terminology is a plus
• Proficiency in Microsoft Office Suite and web-based management systems
• Industry designations (e.g., NAILBA Case Management certification, FLMI) are a plus