Senior Life Case Manager

Job Summary

Providing expertise in the life insurance process, the full-time remote Senior Life Case Manager will manage cases, negotiate underwriting offers, and ensure timely communication and superior customer service to support business partners.

Key responsibilities

• Negotiate underwriting offers and manage components of the new business process, ensuring cases progress efficiently from submission to placement
• Proactively communicate with advisors and distributors to enhance satisfaction and resolve complex customer service inquiries
• Utilize knowledge of life insurance to troubleshoot issues causing delays and suggest innovative solutions to meet client needs

Required qualifications

• Minimum 5 years of experience with a strong knowledge of the life insurance process for permanent products
• Proficiency in desktop applications such as Outlook, Word, and Excel; familiarity with Smart Office and Salesforce.com is a plus
• Critical thinking skills with the ability to troubleshoot complex cases
• Experience in training and mentoring employees
• Ability to handle confidential matters with discretion