Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed
Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions
Aid agents in the underwriting process and be on the front lines of agent communication
Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience
Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers
Continuously look for ways to expedite and improve our processes and services
Maintain positive relationships with agents, underwriters, and the internal team

Life insurance case management at a brokerge firm is required
Track record of successes in a fast-paced, customer service environment
Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome
Ability to quickly learn and master our internal and carrier software programs
Experience with an agency management system

Case Manager

Key skills