Senior Life Case Manager

A company is looking for a Sr. Life Case Manager to provide support for new permanent product business and manage cases independently. Key Responsibilities Negotiate underwriting offers and manage components of the new business process Proactively communicate with advisors and ensure timely case progression and policy issuance Serve as a single point of contact for customers, resolving complex inquiries and issues Required Qualifications Minimum 5 years of experience in the life insurance process for permanent products Working knowledge of desktop applications such as Outlook, Word, and Excel Critical thinking skills to identify and troubleshoot complex problems Ability to work independently in a fast-paced environment Experience with Smart Office and Salesforce.com is a plus

May 19, 2025 - 20:10

A company is looking for a Sr. Life Case Manager to provide support for new permanent product business and manage cases independently. Key Responsibilities Negotiate underwriting offers and manage components of the new business process Proactively communicate with advisors and ensure timely case progression and policy issuance Serve as a single point of contact for customers, resolving complex inquiries and issues Required Qualifications Minimum 5 years of experience in the life insurance process for permanent products Working knowledge of desktop applications such as Outlook, Word, and Excel Critical thinking skills to identify and troubleshoot complex problems Ability to work independently in a fast-paced environment Experience with Smart Office and Salesforce.com is a plus