Case Manager Life Insurance

Case Manager Life Insurance

The James Allen Companies Inc.

Case Manager – Life Insurance

Job Summary

We’re looking for an experience insurance case manager to own and manage caseload of in-process life insurance applications, from submission to carrier through policy issuing.
Work schedule requires flexibility, and may require working evening / weekend shifts from time to time.

Duties & Responsibilities

  • Review new life insurance applications for missing information prior to submission to the insurance carrier
  • Order and review underwriting requirements
  • Coordinate and hastily follow up with customers, carriers and vendors to make sure all outstanding case requirements are met
  • Master all carrier workflows, application and underwriting processes, and software systems necessary to carry out your responsibilities
  • Collaborate and support sales, customer service and customer success efforts to ensure a superior and seamless customer experience


  • A bachelor’s degree
  • Experience working in the insurance industry (Life, Health, or Annuity) within the area of Case/Account Management ** Knowledge of the life insurance process is a must **
  • Highly organized person with superb attention to details
  • Capacity to prioritize workload and work in fast-paced environment
  • High sense of urgency and problem-solving state of mind
  • Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers
  • A teamwork mindset – take ownership of your work AND your team’s success, and take initiative
  • Honesty and integrity
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