Insurance Case Manager
Core
Manage a portfolio of pending life insurance applications, diagnose root causes of delays, and drive resolution by collaborating with carriers and internal teams.
Role type
Senior IC insurance case manager (life insurance)
Builds
Resolution of stalled Indexed Universal Life (IUL) applications and process improvements for the application-to-issue lifecycle
Domain
Life insurance technology and underwriting operations
Deliverable
client delivery
Required skills
life insurance new business, case management, underwriting support, policy administration, application-to-issue lifecycle knowledge, carrier partnership, root cause analysis, portfolio prioritization, data trend identification
Preferred skills
Salesforce, Mode, Hex, SQL, Indexed Universal Life (IUL) products
Technologies
Salesforce, Mode, Hex, SQL
Responsibilities
Investigate complex pending cases to determine root cause and next actions; lead recurring calls with carrier partners to resolve blockers; build and maintain reporting on pending inventory, aging, and case stages; partner with operations and product teams to address system defects or workflow gaps; recommend and implement process improvements based on systemic trends
Seniority
Senior, hands-on IC
