Case Manager Sr.

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

Role Summary : This position is a member of M Financial’s Back Office Solutions team, which provides outsourced case management and operational support to Member Firms. The person in this position focuses on delivering seamless experience to clients and Member Firms by managing underwriting processes and ensuring compliance with industry standards. On behalf of the Member Firm, this position serves as a client advocate through direct client and producer interactions, requirement procurement, carrier collaboration, and providing experience-based insight.

Responsibilities :

• Provide insurance case management to Member Firms from underwriting assessment through policy procurement, including obtaining evidence, application preparation, underwriting, and policy delivery.
• Drive a world class client experience while working directly with the client, on the firm’s behalf, as a liaison between the agent, underwriter, vendors, and additional parties.
• Pre-screen client’s overall insurability to order required underwriting evidence, provide a carrier or rate class recommendation, and prepare the client’s insurance application (Internal underwriting support available for larger cases or complex medical history)
• Support the Broker Dealer process by assembling required forms, reviewing responses for accuracy, managing submissions, and recording initial journal entries.
• Coordinate with underwriting teams to work through New Business and Underwriting challenges
• Review writing producer’s licensing and contracting to ensure they are authorized to solicit business
• Develop, document, maintain, and improve processes and procedures
• Work with teams within the organization to support operational efficiencies
• Collaborate with team to develop training for junior Case Managers as the department grows
• Partner with M Underwriting, Carriers, and Member Firms to promote best practices for Back Office
• Maintain subject matter expertise and industry knowledge of specific insurance carrier guidelines, policies, and business practices related to New Business and Underwriting processes
• Contribute to projects, strategic initiatives, or other duties as directed

Required Qualifications :

Job Conditions & Environment :

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.