Operations and Case Management Specialist Life Insurance
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Job Location:
Pelham, NY - USA
Yearly Salary:
$ 60000 - 70000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Operations & Case Management Specialist (Fully Remote)
A regional boutique firm specializing in property & casualty life insurance and estate planning for affluent families and business owners is seeking an Operations & Case Management Specialist to support continued growth. This position plays a critical role in managing the end-to-end life insurance application process ensuring operational efficiency and delivering a seamless client and advisor experience.
Key Responsibilities
- Oversee the complete life insurance application process from contracting/licensing through policy delivery.
- Communicate directly with clients advisors and business partners to ensure timely updates and coordination.
- Order and track underwriting requirements including paramedical exams labs and attending physician statements.
- Maintain proactive communication and regular progress updates for all stakeholders.
- Manage agency workflows systems and compliance documentation.
- Maintain accurate and organized records within the firms CRM and digital filing systems.
- Prepare edit and manage fillable PDF forms applications and other client documentation.
- Utilize electronic signature platforms such as DocuSign for document execution and client onboarding.
Qualifications & Skills
- Minimum of 3 years of experience in life insurance operations case management or related financial services.
- Familiarity with life insurance products underwriting processes and carrier procedures.
- Proficiency in Microsoft Office and Adobe Acrobat (including fillable/editable PDFs).
- Experience with CRM platforms such as SmartOffice Salesforce or AgencyBloc preferred.
- Exceptional attention to detail and accuracy in data management.
- Strong organizational written and verbal communication skills.
Compensation
- Salary commensurate with experience ideally ranging from $60000 to $70000 annually plus discretionary bonus potential.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
IC
Key Skills
- Financial Services
- Information Technology
- Cost Control
- Corporate Risk Management
- Law
About Company
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