Job Description
Role Summary
Our Case Managers deliver a superior customer experience to the distribution channels—agents and agencies—by ensuring life insurance applications are processed with speed, accuracy, and a strong commitment to service. This role operates within a high-volume production environment focused on administrative record keeping, application review, and workflow management to support efficient policy processing.
Minimum Qualifications
2+ years of professional work experience interacting with customers in life insurance and/or annuity fields
Experience working in a production or processing environment with strong attention to accuracy and quality
Passion for working for a company with a cause-driven culture
Bachelors/ Masters Degree preferred
Must be able to successfully pass a background check that may include fingerprinting
Preferred Qualifications
Detail-oriented with the ability to manage multiple tasks in a fast-paced, high-volume environment
Excellent communicator with empathy and strong listening skills
Strong customer service mindset and ability to build relationships with agents and internal partners
Intuitive problem-solver who thinks critically and creatively to resolve processing challenges
Results-oriented and able to balance independent work with team collaboration