Life Insurance Case Manager

Job Description

Job Description

Mission :  A team of Actuaries with One Mission : To help advisors deliver financial certainty, so their clients can enjoy the things they love!

Core Income Advisors is looking for the adaptable, the client-first collaborators, the go-getters and those who welcome a little fun into the workday. We want people who have unwavering vision, passion, and optimism. We are looking for hard-working and dedicated people to help our financial Advisors deliver financial certainty to their clients.

In addition to competitive pay and benefits, we offer an environment and culture that celebrates hard work, life’s successes small and large, and we inspire through empathy by putting people first.

If you want to join a growth-minded company whose mission is strong, our values solid and who works hard and plays hard, Core Income Advisors is the right place for you.

Position Description and Purpose

The Life Case Manager is responsible for the management of life insurance cases from inception to completion. This role involves working closely with financial advisors, brokers, clients, and insurance carriers to ensure smooth processing and management of life insurance applications and contracts. This role will oversee the entire process, ensuring accuracy, compliance, and timely resolution of cases, while providing exceptional service to all stakeholders and internal team members.

Education, Experience and License Requirements

• Education : Bachelor’s degree in Finance, Business, Insurance, or related field
• Experience : 1-2 years in insurance or finance; 1-2 years in a broker dealer environment is a plus

Experience, Skills, and Abilities

Excellent communication and interpersonal skills with a focus on customer service with the ability to build and maintain relationships.

Ability to work independently and collaboratively in a team environment.

High level of integrity and professionalism.

Eagerness to learn and adapt in a fast-paced environment.

Problem solving skills to be able to analyze client needs and provide innovative solutions to meet those needs.

Attention to detail and a strong commitment to accuracy and compliance.

Strong knowledge of insurance and annuity products, underwriting processes, and industry regulations.

Excellent organizational and time management skills with the ability to manage multiple cases simultaneously.

Strong organizational skills and attention to detail.

Proficiency with Microsoft Office Suite.

Proactive thinking to anticipate needs and prepare accordingly, as well as flexibility to adjust changing priorities.

Job Duties and Responsibilities

Case Management :

Manage the end-to-end process of life insurance, including new applications, underwriting, and policy issuance.

Coordinate with financial advisors, brokers, clients, and insurance carriers to gather necessary documents and information.

Monitor the progress of each case, providing regular updates to advisors and clients.

Ensure timely follow-up on outstanding requirements, maintaining a proactive approach to avoid delays

Documentation & Compliance :

Review and verify the accuracy and completeness of all documentation submitted for insurance and annuity cases.

Ensure all applications comply with internal policies, regulatory requirements, and industry standards.

Maintain accurate and organized records of all cases, updating systems and databases as necessary.

Client & Advisor Support :

Serve as the primary point of contact for advisors, brokers, and clients regarding case status, requirements, and questions.

Provide exceptional customer service, addressing inquiries promptly and professionally.

Collaborate with internal departments and external partners to resolve any issues or discrepancies.

Process Improvement :

Generate and analyze reports related to case activity, processing times, and other key metrics.

Identify trends or areas for improvement and suggest process enhancements to increase efficiency.

Assist in the training and onboarding of new team members.

Stay current on industry trends, product knowledge, and regulatory changes to ensure best practices are followed.

All other duties as assigned.

Equipment, Tools, and Materials Used

Computer

Phone

Fax / Scanner

Internet

MS Office Suite

HubSpot

OneHQ

Physical Requirements :

Position requires sitting at a desk for extended periods of time.

Benefits

Healthcare (medical, dental, vision)

401k with company contributions

20 days of paid time off

Free lunch Friday’s

Dog friendly Friday’s

Onsite Gym

Job Type : Full-time

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Company Description

An FMO, IMO, and independent insurance brokerage with actuarial expertise.

Company Description

An FMO, IMO, and independent insurance brokerage with actuarial expertise.