Life Insurance Case Management Specialist - VP jobs in United States
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JPMorganChase · 8 hours ago

Life Insurance Case Management Specialist - VP

J.P. Morgan Chase & Co. is a leading global financial services firm, and they are seeking a Life Insurance Case Management Specialist. This role focuses on supporting Life Insurance operations for the Private Bank and JP Morgan Advisors channels, assisting with application fulfillment, pipeline management, and driving business growth.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
Monitoring the status of pending cases; following up with back-office partners and carriers, as needed
Submitting application packets through JP Morgan Operations and Central Supervision Review
Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc
May engage with clients and Advisors to remediate onboarding/maintenance issues
Produce and request product quotes and illustrations
Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
Analyze and leverage business data to support the growth of the business and produce reports as needed
Complete ad hoc projects as needed

Qualification

MS PowerPointMS ExcelOrganizational skillsTime managementWritten communicationVerbal communicationWork independently

Required

Bachelor's degree strongly preferred or equivalent relevant industry experience
Strong written and verbal communication skills
Must have MS PowerPoint and MS Excel skills
Organizational and time management skills; ability to manage multiple priorities
Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high-pressure environment

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase