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Case Management Associate

Remote: 
Full Remote
Contract: 
Full time
Salary: 
23 - 23K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Strong written and verbal communication skills, Life insurance case management experience, Track record in customer service, Experience with agency management systems.

Key responsabilities:

  • Enter and monitor cases in the AMS
  • Review applications and submit offers
  • Order medical exams and follow up on requirements
  • Utility communicative role aiding agents
  • Maintain positive relationships and improve processes
Modern Life logo
Modern Life Financial Services Scaleup https://www.modernlife.com/
11 - 50 Employees
About Modern Life
Modern Life is a tech-enabled insurance brokerage helping everyone protect what matters most. Our platform empowers today’s advisors with advanced technology and expert support to help them serve their clients faster, more easily, and more confidently.
See more Modern Life offers

Job description

Join our team and accelerate your career.

Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country’s top insurance experts. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We have raised $20M in seed funding, led by Thrive Capital with participation from 12 unicorn founders from Hippo, Plaid, Reddit, Flatiron Health, Newfront, At Bay, Vouch, Cedar, Lattice, and more.

What You'll Do:
  • Enter new cases in the Agency Management System
  • Monitor our New Business email inbox for incoming requests
  • Review & Scrub applications to ensure they are in good order
  • Submit and coordinate offers for informal applications
  • Order and follow-up on medical exams and attending physician statements
  • Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed
  • Reconcile the AMS requirements with carrier portals
  • Assist in aiding agents in the underwriting process and be on the front lines of agent communication
  • Continuously look for ways to expedite and improve our processes and services
  • Maintain positive relationships with agents, underwriters, and the internal team
  • Keep the AMS systems up to date

    • Who You Are:
  • Strong written and verbal communication skills. You should be capable communicating clear instructions to advisors.
  • Life insurance & case management experience is required
  • Track record of successes in a fast-paced, customer service environment
  • Excellent relationship building and the ability to influence a situation to achieve the best client outcome
  • Ability to quickly learn and master our internal and carrier software programs
  • Experience with an agency management system is preferred

    • Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Process ImprovementManagement SystemsInsurance Law

    Other Skills

    • Problem Solving
    • Time Management
    • Customer Service
    • Verbal Communication Skills
    • Relationship Building
    Are you interested?

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