Manage life insurance cases end-to-end: track progress, obtain requirements, support underwriting, negotiate with carriers, communicate with agents, and improve processes to ensure timely, positive client outcomes.
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, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual.
What you'll do:
- 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
About you:
- Strong written and verbal communication skills
- 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
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Telephonic Case Manager RN Medical/Oncology assesses and coordinates patient care, provides education, makes referrals, and ensures quality care across treatment plans.
Top Skills:
Windows
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Telephonic Case Manager RN Transplant coordinates patient care, manages treatment plans, provides education, and supports members through telephonic outreach.
Top Skills:
ExcelMicrosoft Office ToolsOutlookTeamsWord
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The RN Case Manager will manage care for a panel of members with complex needs through assessments, care plans, and coordination services.
Top Skills:
ExcelMS OfficeOutlookWord
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
