Modern Life · 1 day ago

Case Management Associate

Remote (US)

Full-time

Remote

Entry Level

$50K/yr - $60K/yr

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Responsibilities

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

Qualification

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Life insurance experienceCase management experienceAgency management systemCustomer service skillsSoftware proficiencyRelationship building