Coordinate and obtain required information (documents, signatures, medical or financial details) from applicants, agents, and vendors to prepare cases for underwriting decisions.
Communicate professionally and timely via phone and email to provide status updates and resolve outstanding requirements.
Utilize multiple systems to review, document, and update case information accurately.
Serve as a point of contact for case‑related questions, issues, and escalations, partnering with internal teams to support resolution.
Act as a liaison between New Business, Underwriting, agents, external vendors, and leadership to ensure smooth case progression.
Build and maintain effective working relationships with internal and external partners through collaboration and clear communication.
Interact with third‑party vendors including labs, medical facilities, government agencies, and other service providers.
Contribute to process improvement initiatives by identifying opportunities to simplify workflows, enhance documentation, and improve turnaround time.
Assist with the creation, maintenance, and adherence to process and procedural documentation.
Actively participate in change management initiatives and support implementation of new or enhanced processes.

1–2 years of experience in the life insurance industry or carrier operations.
High school diploma or equivalent required; some college coursework preferred.
Strong computer proficiency and data entry accuracy.
Proficient in Microsoft Office applications and web‑based systems.
Ability to manage multiple priorities with competing deadlines.
Strong written and verbal communication skills.
Experience using FAST, AS400, LifeNotes, LifeDesk, Salesforce, or similar systems.
Demonstrated ability to remain calm, professional, and productive in fast‑paced or high‑stress situations.
Strong problem‑solving skills with the ability to analyze information, identify root causes, and recommend solutions.

Case Support Specialist

Key skills