Insurance Relationship Case Manager

Job Summary

A company is looking for a Relationship Case Manager to manage life, LTC, and DI applications while facilitating communication among various stakeholders.

Key Responsibilities:

• Review and process life insurance applications for accuracy and completeness
• Communicate proactively with agents, vendors, and carriers regarding case status and requirements
• Negotiate with carriers to secure optimal underwriting offers and solutions

Required Qualifications and Education:

• Associate's Degree required; Bachelor's degree preferred
• Minimum of three years of experience in Life Insurance New Business or related fields
• Familiarity with medical and financial underwriting terminology is a plus
• Proficiency in Microsoft Office Suite and web-based management systems
• Industry designations (e.g., NAILBA, FLMI, CLU) are advantageous