Case Management Associate
Core
Manage individual caseloads of life insurance applications from initial submission through underwriting and final policy placement.
Role type
Case Management Associate (Life Insurance Operations)
Builds
Life insurance policies for individual clients
Domain
Life Insurance
Required skills
Case management, underwriting process knowledge, carrier workflow proficiency, documentation tracking, problem-solving, client communication, stakeholder coordination
Preferred skills
Life insurance licensing, existing life insurance license, Bachelor's degree, life insurance agent/broker license
Technologies
Case management platforms, carrier software systems
Responsibilities
Manage end-to-end life insurance application lifecycle, request and track underwriting documentation, review underwriting decisions for better customer outcomes, maintain accurate case records, communicate with clients and internal teams, collaborate with Sales and Customer Success teams
Seniority
Entry-level to Mid-level, hands-on IC