National Life Group · 2 months ago
Life New Business Case Manager-January Start
Addison, TX
Full-time
Onsite
Entry, Mid Level
$18/hr - $26/hr
2+ years expNational Life Group is one of America’s fastest-growing insurance companies, committed to providing families with stability. The Case Manager role involves delivering a superior customer experience by processing life insurance applications with speed and accuracy, while also empowering customers and collaborating with the team to achieve results.
Health CareInsuranceLife Insurance
No H1B
Responsibilities
Deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with speed, accuracy and caring curiosity
Assess basic life insurance risk and empower customers by providing information and help to resolve application issues
Collaborate with the team to reach full potential and achieve results
Assess medical, nonmedical and financial risk factors and determine appropriate rating for life applications
Process applications in workflow management systems
Communicate effectively with the agent/agency via phone, email, and CRM
Serve as the primary liaison with the producing agent(s)/agency throughout the life cycle of each application
Qualification
Required
You have 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)
You are passionate about working for a company with a cause-driven culture
A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
Must be able to successfully pass a background check that may include fingerprinting
Preferred
You are detail-oriented and great at multi-tasking in a fast-paced environment
You are an excellent communicator, with empathy and strong listening skills
You are results-oriented, are great with people and not afraid to lead
You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
You enjoy delighting customers with exceptional service
You exercise sound judgement and independent thinking in decision making, make while balancing the need for collaboration in a team
You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
You demonstrate a healthy curiosity and passion to continually learn and improve business acumen
You are adaptable and can roll with change that occurs within a rapidly growing company
Benefits
Medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
Discretionary annual incentive programs
Company
National Life Group
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
M
Mehran Assadi
Chairman, CEO & President
Recent News
2025-11-26
2025-11-08
Company data provided by crunchbase