Case Support Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Coordinate and gather necessary information (documents, signatures, medical or financial details) from applicants, agents, and vendors to prepare cases for underwriting decisions.

• Communicate in a professional and timely manner via phone and email to provide status updates and address outstanding requirements.

• Utilize various systems to accurately review, document, and update case information.

• Serve as a primary point of contact for case-related inquiries, issues, and escalations, collaborating with internal teams to facilitate resolution.

• Act as an intermediary between New Business, Underwriting, agents, external vendors, and leadership to ensure a seamless case progression.

• Develop and sustain effective working relationships with internal and external stakeholders through collaboration and clear communication.

• Engage with third-party vendors, including labs, medical facilities, government agencies, and other service providers.

• Contribute to initiatives aimed at process improvement by identifying opportunities to streamline workflows, enhance documentation, and improve turnaround times.

• Assist in the creation, maintenance, and compliance with process and procedural documentation.

• Actively engage in change management initiatives and support the implementation of new or improved processes.

⛳️ Requirements

• 1–2 years of experience in the life insurance sector or carrier operations.

• High school diploma or equivalent is required; some college coursework is preferred.

• Strong proficiency in computer skills and accuracy in data entry.

• Proficient in Microsoft Office applications and web-based systems.

• Ability to juggle multiple priorities with competing deadlines.

• Excellent written and verbal communication skills.

• Experience with FAST, AS400, LifeNotes, LifeDesk, Salesforce, or similar systems.

• Proven ability to remain calm, professional, and productive in fast-paced or high-stress environments.

• Strong problem-solving capabilities, with the ability to analyze information, identify root causes, and propose solutions.

🏝️ Benefits

• Health insurance

• Retirement plans