Senior Life Insurance Case Manager

Specialty Program Group – Life & Annuity

Base: $65,000-$80,000 annually; bonus/equity: elig...
Not specified (assumed to be hybrid or onsite based on industry norms).
7+ years brokerage life insurance case management
Multiple carrier product experience
Negotiate underwriting offers under 10k
Specialty Program Group - Life & Annuity is seeking a Senior Life Insurance Case Manager with over 7 years of experience in the brokerage life insurance sector. The ideal candidate will be responsible for managing insurance applications during the underwriting process, ensuring exceptional customer service and communication with internal and external stakeholders

Job Summary

  • The role involves driving exceptional customer experience by maintaining primary ownership of insurance applications during the underwriting process.
  • Candidates will act as the primary point of contact for agents and financial advisors, providing status updates and resolving escalated case issues.
  • The company offers comprehensive benefits including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), and paid-time-off.

Matching Summary

Match Score: 85

Specialty Program Group - Life & Annuity is seeking a Senior Life Insurance Case Manager with over 7 years of experience in the brokerage life insurance sector. The ideal candidate will be responsible for managing insurance applications during the underwriting process, ensuring exceptional customer service and communication with internal and external stakeholders.

Salary

Base: $65,000-$80,000 annually; Bonus/Equity: Eligible bonuses and equity for some positions; Benefits: Health/dental/vision/life/disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • 7+ years brokerage life insurance case management
  • Multiple carrier product experience
  • Negotiate underwriting offers under 10K

Nice-to-have

  • Strong problem-solving in sales environment
  • Team player with minimal oversight
  • Ability to lead small growth initiatives

Key Requirements

  • 7-10 years relevant experience
  • High school or equivalent education
  • Experience negotiating underwriting offers

Work Rights

Not specified

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