Case Management Associate

Accountabilities:: Own and manage an individual caseload of in-process life insurance applications, from creating and sending applications to clients through underwriting and final placement. Request, track, and obtain required underwriting documentation and information from clients, ensuring cases progress efficiently and within expected timelines. Review underwriting decisions and proactively identify situations where alternative options may provide a better outcome for customers. Develop strong knowledge of carrier-specific workflows, application requirements, underwriting processes, and software systems necessary to manage cases effectively. Maintain accurate, timely, and well-organized case information while prioritizing workloads to ensure applications are processed, issued, and placed efficiently. Communicate consistently and professionally with clients and internal stakeholders, providing clear updates and addressing questions or issues throughout the process. Collaborate with Sales, Customer Service, Customer Success, Quality Assurance, and other operational teams to improve processes and deliver a seamless customer experience. Provide and receive actionable feedback, contributing to operational efficiency, service quality, and continuous process improvement. Requirements: At least 1 year of professional experience in life insurance case management or a closely related insurance operations role. Willingness to obtain a life insurance license as required for the role. Strong customer-centered mindset with a demonstrated ability to solve problems for clients and internal teams. Excellent verbal and written communication skills, active listening abilities, and exceptional attention to detail. Strong organizational and prioritization skills, with the ability to manage multiple cases and deadlines while maintaining accuracy and quality. Effective problem-solving skills and the ability to take ownership of individual responsibilities while contributing to team success. Comfortable providing and receiving constructive, actionable feedback focused on improving efficiency and customer experience. Positive, collaborative attitude with the ability to work effectively across multiple teams and stakeholder groups. Bachelor’s degree is a plus. Life insurance agent or broker license is a plus. Benefits: $40,000–$45,000 annual salary , with compensation determined based on skills, education, experience, training, and geographic location. Fully remote work opportunity within the United States. Health and dental insurance. 401(k) plan. Parental leave. Incentive or bonus opportunities. Tuition reimbursement. Career progression and professional development opportunities. Collaborative environment focused on innovation, learning, and continuous improvement.