Life Insurance Case Manager

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

Key Responsibilities :

Review and process life insurance applications for accuracy and completeness

Monitor case status and communicate updates to agents and partners

Negotiate with carriers to secure optimal underwriting offers

Required Qualifications :

Associate's Degree required; Bachelor's degree preferred

Minimum of three years of experience in Life Insurance New Business or related fields

Familiarity with medical and financial underwriting terminology is a plus

Proficiency in Microsoft Office and web-based management systems

Industry designations (e.g., NAILBA, FLMI, CLU) are advantageous