Case Manager

Summary

Join Modern Life, a tech-enabled brokerage, and accelerate your career. We combine advanced technology with top insurance experts, empowering advisors to better serve clients and grow their businesses. You will monitor case progress, track requirements, and provide status updates. You'll review applications, identify potential issues, and expedite the process. You will aid agents in underwriting, negotiate with carriers, and continuously improve processes. This role requires strong communication, life insurance case management experience, and problem-solving skills. The salary range is $60,000 - $75,000 annually.

Requirements

• Strong written and verbal communication skills
• Life insurance case management at a brokerage 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

Responsibilities

• 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