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, Stripe, Instagram, Spotify, Slack, and SpaceX), 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
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