Managing the case management of life, LTC, and DI applications, the full-time Insurance Case Manager will facilitate communications between agents, partners, and carriers while working remotely. Key responsibilities Review life applications for completeness and manage the ordering of necessary medical records and requirements Maintain correspondence with carriers and vendors, advocating for agents and negotiating offers on behalf of clients Utilize data management systems to document case activity and ensure accurate reporting throughout the underwriting process Required qualifications Associate's Degree required; Bachelor's degree preferred Minimum of five years of experience in Brokerage New Business, General Agency, or Life Insurance companies Familiarity with medical and financial underwriting terminology is a plus Experience with web-based agency management systems and document management systems Industry designations such as NAILBA Case Management certification, FLMI, ALU, CLU, ChFC, or CFP are advantageous
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