Case Manager

Job not on LinkedIn

🕒 April 1

🇺🇸 United States – Remote

💵 $60k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Modern Life

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

Insurance • Technology • SaaS

Modern Life is a technology-driven insurance service company that provides innovative solutions for life insurance advisors and producers. The company offers a proprietary brokerage platform that accelerates the insurance placement process, catering to both individual and corporate clients with a variety of life insurance products, including Term Life, Permanent Life, Long-Term Care, Disability, and Annuities. Modern Life partners with over 30 national carriers to offer comprehensive and competitive insurance products. The company emphasizes the combination of intuitive technology and expert support to streamline insurance processes, making it easier for advisors to serve their clients' sophisticated needs. Modern Life operates nationwide as a licensed insurance producer.

📋 Description

• 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

🎯 Requirements

• Life insurance case management at a brokerge 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