Case Manager

Join our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life. We are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual. country: US all locations: [Remote (US)] commitment: Full Time department: location: Remote (US) team: Insurance What you'll do:: Monitor case progress, track down requirements and provide ongoing status updates, escalating as neededReview 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 solutionsAid agents in the underwriting process and be on the front lines of agent communicationNegotiate offers and requirements with carriers to reduce friction and ensure a good client experienceUse independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriersContinuously look for ways to expedite and improve our processes and servicesMaintain positive relationships with agents, underwriters, and the internal team About you:: Strong written and verbal communication skillsLife insurance case management at a brokerge firm is requiredTrack record of successes in a fast-paced, customer service environmentExcellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcomeSuperior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcomeAbility to quickly learn and master our internal and carrier software programsExperience with an agency management system