Texas Life Insurance Company · 13 hours ago
Case Implementation Specialist
Waco, TX
Full-time
Hybrid
Entry Level
$32K/yr - $36K/yr
2+ years expTexas Life Insurance Company is committed to providing an inclusive work environment and is seeking a Case Implementation Specialist. The role involves processing case approvals, handling case setups, and providing customer service to internal and external individuals.
FinanceFinancial ServicesSecurity
Responsibilities
Process preliminary case approvals for new cases and determine re-enrollment eligibility
Handle case setup, exercising ability and knowledge to distinguish differences for each distribution channel, underwriting offer, brochures, and billing specific to case being processed
Accurately set up agent appointments, including execution of contracts as well as terminations when needed, in accordance to company policies and regulatory guidelines
Process commission adjustments, and voucher requests associated with agent accounts for debit balances, levy’s, assignments, and chargebacks
Responsible for mailout of notifications to agents and/or corporations, regarding agent/group accounts, including commission statements, and checks
Handle invoices related to vendor fees, and appointment renewals/billings
Collaborate with internal departments as needed to ensure enrollment capability exists, with appropriate enrollment resources available
Provide customer service to internal and external individuals via phone, email, or mail
Compile information from various areas as requested for reporting purposes, for case setup as well as agent report
Qualification
Required
Proficiency in Excel
Critical thinking skills
Candidate must be able to communicate efficiently with all individuals whom they may interact with both verbally and in written form
Associate's degree or minimum of two years insurance or customer service experience in a related industry
Benefits
Tuition reimbursement
Professional development
401k with company match and profit sharing
Participation in two bonus programs
Company
Texas Life Insurance Company
Texas Life Insurance Company is an insurance company specializing in financial security and insurance plans.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Doug Dixon
President & CEO
Margaret Newton
Chief Sales Officer (CSO)
Recent News
2025-09-12
Company data provided by crunchbase