Remote Case Management Associate

Summary

Join our team and accelerate your career. Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country’s top insurance experts.

Requirements

• Strong written and verbal communication skills
• Life insurance & case management experience is required
• Track record of successes in a fast-paced, customer service environment
• Excellent relationship building and the ability to influence a situation to achieve the best client outcome
• Ability to quickly learn and master our internal and carrier software programs

Responsibilities

• Enter new cases in the Agency Management System
• Monitor our New Business email inbox for incoming requests
• Review & Scrub applications to ensure they are in good order
• Submit and coordinate offers for informal applications
• Order and follow-up on medical exams and attending physician statements
• Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed
• Reconcile the AMS requirements with carrier portals
• Assist in aiding agents in the underwriting process and be on the front lines of agent communication
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with agents, underwriters, and the internal team
• Keep the AMS systems up to date

Preferred Qualifications

Experience with an agency management system is preferred