Senior Life Case Manager

Job Summary

A company is looking for a Sr. Life Case Manager to provide support for new permanent product business and manage cases independently.

Key Responsibilities

• Negotiate underwriting offers and manage components of the new business process
• Proactively communicate with advisors and ensure timely case progression and policy issuance
• Serve as a single point of contact for customers, resolving complex inquiries and issues

Required Qualifications

• Minimum 5 years of experience in the life insurance process for permanent products
• Working knowledge of desktop applications such as Outlook, Word, and Excel
• Critical thinking skills to identify and troubleshoot complex problems
• Ability to work independently in a fast-paced environment
• Experience with Smart Office and Salesforce.com is a plus