Advisor-Focused Life Insurance Case Manager

Advisors Excel, LLC; Topeka (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with match

Generous PTO

On-site café

Gym access

Professional development

Employee events

Job summary

Advisors Excel is seeking a Case Manager for the Life Operations team in Topeka, KS. You will support financial advisors through the life insurance process, guiding applications from submission to policy placement, and coordinating with carriers to ensure timely and accurate outcomes.

The role emphasizes building advisor relationships, managing a high-volume caseload, and collaborating with internal teams to deliver exceptional service to clients and advisors.

Qualifications

• Strong written and verbal communication skills.
• Ability to manage a high-volume caseload while maintaining attention to detail.
• Experience working with CRM systems and Microsoft Office products.
• 2–3 years of experience in the insurance or financial services industry.
• 1–2 years of case management and/or life underwriting experience.

Responsibilities

• Manage the life insurance application workflow from submission through policy placement.
• Build strong relationships with advisors and serve as their trusted point of contact.
• Process incoming applications and ensure all required documentation is complete.
• Communicate with insurance carriers to obtain updates, negotiate underwriting decisions, and resolve issues.
• Coordinate and communicate case statuses and final offers to agents.
• Review issued policies for accuracy.
• Partner closely with Life VP teams and internal underwriting resources.
• Support training efforts for new team members within the department.

Skills

Communication skills

CRM systems

Microsoft Office

Attention to detail

Team collaboration

Job description

Advisors Excel is seeking a Case Manager for the Life Operations team in Topeka, KS. You will support financial advisors through the life insurance process, guiding applications from submission to policy placement, and coordinating with carriers to ensure timely and accurate outcomes.

The role emphasizes building advisor relationships, managing a high-volume caseload, and collaborating with internal teams to deliver exceptional service to clients and advisors.