Offer summary

Qualifications:

Strong written and verbal communication skills are essential., Experience in life insurance case management at a brokerage firm is required., Proven success in a fast-paced customer service environment is necessary., Excellent relationship building and negotiating skills are important for influencing client outcomes..

Key responsabilities:

Monitor case progress and provide ongoing status updates, escalating issues as needed.

Review application information and proactively secure necessary information to expedite processes.

Aid agents in the underwriting process and maintain communication with them.

Negotiate offers with carriers to enhance client experience and continuously seek process improvements.

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:

Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed

Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions

Aid agents in the underwriting process and be on the front lines of agent communication

Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience

Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers

Continuously look for ways to expedite and improve our processes and services

Maintain positive relationships with agents, underwriters, and the internal team

About you:

Strong written and verbal communication skills

Life insurance case management at a brokerge firm is required

Track record of successes in a fast-paced, customer service environment

Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome

Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome

Ability to quickly learn and master our internal and carrier software programs