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Modern Life · 1 month ago

Case Management Associate

United States

Full-time

Remote

New Grad, Entry Level

$55K/yr - $65K/yr

Modern Life is a high-growth, technology-enabled brokerage empowering advisors with integrated digital tools and leading insurance products. The Case Management Associate will support the case management process by entering new cases, monitoring requests, and maintaining communication with agents and underwriters.

InsurTechLife InsuranceWealth Management

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

Aid Case Managers and Sr. Case Managers in the underwriting process

Reconcile the AMS requirements with carrier portals

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

Life insurance experienceCase management experienceAgency management systemCustomer service skillsInfluencing skillsWritten communicationVerbal communicationRelationship buildingLearning ability