Senior Life Case Manager

Job Summary

Providing expert support for new permanent product business, the full-time remote Senior Life Case Manager will manage cases, negotiate underwriting offers, and ensure timely communication and customer service while leveraging knowledge of the life insurance process.

Key responsibilities

• Negotiate underwriting offers and manage components of the new business process, ensuring timely case progression
• Proactively communicate with advisors/distributors to enhance satisfaction and resolve complex customer inquiries
• Utilize expertise in life insurance to support operations and mentor other case managers as needed

Required qualifications

• Minimum 5 years of experience in the life insurance industry, particularly with permanent products
• Strong troubleshooting skills for resolving issues that cause cycle time delays
• Proficient in desktop applications such as Outlook, Word, and Excel; knowledge of Smart Office and Salesforce.com is a plus
• Ability to handle sensitive customer service inquiries with discretion and professionalism
• Experience working independently in a fast-paced environment while managing multiple priorities