Case Manager
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Job Location:
Louisville, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Title: Case Manager
Department: Life Insurance Desk/Sales
Reports To: VP- Insurance Solutions
Location: Louisville KY
Employment Type: Full-Time
Position Summary:
We are seeking a detail-oriented proactive Life Insurance Case Manager to join our dynamic team. The Case Manager will be responsible for overseeing and facilitating all aspects of the new business life insurance process from application to policy issue. This role is essential in providing outstanding support to independent financial professionals insurance advisors and internal teams ensuring that cases are processed accurately and efficiently.
Key Responsibilities:
- Manage the full lifecycle of life insurance applications from submission through policy issue for multiple carriers.
- Serve as the primary point of contact for advisors carriers and internal stakeholders regarding case status and requirements.
- Review and ensure accuracy and completeness of submitted applications and supporting documentation.
- Order and track requirements such as medical exams APS reports and financial documentation.
- Communicate regularly with carriers to monitor case progress address outstanding requirements and resolve issues.
- Update case management systems and CRM tools with accurate and timely information.
- Provide exceptional customer service by responding promptly to inquiries from advisors their staff and their clients.
- Collaborate with internal underwriting and sales teams to facilitate smooth case processing and placement.
- Maintain a thorough understanding of carrier products underwriting guidelines and regulatory compliance.
- Escalate issues appropriately to ensure timely resolution and client satisfaction.
Qualifications:
- Required:
- 12 years of customer service experience ideally in a sales-driven or client-focused environment.
- Proven ability to manage multiple cases and deadlines in a fast-paced high-volume environment.
- Excellent verbal and written communication skills with a strong focus on customer service and relationship management.
- Highly organized and detail-oriented with the ability to track case requirements and follow through to completion.
- Comfortable working independently and collaborating with internal teams and external partners.
- Must obtain Case Manager certification (such as those offered by NAIFA or LOMA) within the first 6 months of employment if not already held.
- Preferred:
- Experience with multiple life insurance carriers and platforms.
- Proficient in using case management systems and platforms such as iPipeline SmartOffice Agency Integrator or similar tools.
- LOMA or industry certifications a plus.
- Bachelors degree in business communications Hospitality Human Resources or a related field.
- Life and Health Insurance License preferred
Personal Attributes:
- Detail-oriented with a strong commitment to accuracy and quality in all aspects of work.
- Client-focused with a proactive service-minded approach to supporting agents advisors and internal teams.
- Strong communicator able to explain complex information clearly and professionally in both written and verbal formats.
- Adaptable and resilient comfortable working under pressure and adjusting to changing priorities or carrier guidelines.
- Problem-solver with the ability to think critically troubleshoot issues and escalate when necessary to meet deadlines.
- Team player with a collaborative mindset and a willingness to support others to achieve departmental and company goals.
- Discreet and professional maintaining confidentiality and demonstrating integrity in handling sensitive client and policy information.
Compensation & Benefits:
- Competitive salary based on experience
- Health dental and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Opportunities for professional development and industry education
Required Experience:
Manager
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
About Company
In partnership with RIAs, DPL supports your team by finding low-cost, Commission-Free annuities and life insurance that best meet your client's needs.
