Insurance Case Manager

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

📋 Description

• Take ownership and actively oversee a portfolio of life insurance applications that are pending or stalled, with an initial emphasis on Indexed Universal Life (IUL).

• Comprehend the application-to-issue lifecycle and pinpoint areas where cases are encountering delays and the reasons behind them.

• Investigate intricate cases, ascertain root causes, and determine subsequent actions.

• Collaborate with underwriting, new business, policy administration, sales/agent, and carrier teams to eliminate obstacles and facilitate case issuance.

• Lead regular calls with carrier partners to discuss pending statuses, aging cases, blockers, and resolution strategies.

• Escalate cases that necessitate intervention from the carrier side or within the organization.

• Ensure precise tracking of case status, actions taken, and documentation within Salesforce and other internal systems.

• Utilize Salesforce, Mode, Hex, or comparable tools to research cases, reconcile information, and analyze trends within the portfolio.

• Develop and maintain reports on pending inventory, case aging, stages, blockers, carrier details, product information, and outcomes.

• Identify systemic trends across pending applications.

• Collaborate with operations, product, and systems teams to address system defects, workflow deficiencies, and process limitations.

• Suggest and assist in implementing process enhancements based on recurring challenges.

⛳️ Requirements

• Extensive experience in life insurance new business, case management, underwriting support, or policy administration.

• Strong understanding of life insurance products and the application-to-issue lifecycle.

• Capability to work independently, prioritize pending cases based on urgency and impact, diagnose obstacles, and drive solutions with minimal supervision.

• Experience in direct collaboration with carrier underwriting or new business teams to address outstanding requirements or case blockers.

• Excellent analytical abilities and the capacity to identify patterns and trends across the entire portfolio.

• Salesforce experience is highly preferred.

• Proficiency with Mode, Hex, SQL, or similar analytics/reporting tools is a notable advantage.

• Outstanding written and verbal communication skills, including experience in carrier-facing calls.

• Ability to thrive in a fast-paced, dynamic environment and adapt to new products and carrier processes.

• Familiarity with Indexed Universal Life (IUL) products is a plus.

🏝️ Benefits

• Benefits for U.S. employees are available; additional information can be found at https://www.ethoslife.com/careers/.

• Base salary does not include applicable bonuses, equity, and benefits.

• Equal opportunity workplace.

• A diverse, inclusive, and authentic work environment.