Life insurance case management experience at a brokerage firm
Excellent relationship-building and negotiating skills with the ability to influence outcomes
Ability to quickly learn and master internal and carrier software programs, including agency management systems
Requirements:
Monitor case progress, track requirements, provide ongoing status updates, escalating as needed
Review application information (including medical history) to identify issues and proactively secure information or research and present alternative solutions to expedite the process
Aid agents in the underwriting process, maintain front-line agent communication, and negotiate offers and requirements with carriers to reduce friction and ensure a good client experience
Maintain positive relationships with agents, underwriters, and the internal team while continuously looking for ways to expedite and improve processes
Job description
Join our team and accelerate your career.
Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. 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 are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.
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
