Case Implementation Specialist

Texas Life Insurance Company; Waco (TX); Hybrid; USD 32,000 - 36,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid maternity leave

Professional development

401k with company match and profit分享

Participation in two bonus programs

Hybrid remote work opportunities

Job summary

Texas Life Insurance Company is seeking a detail-oriented professional to manage the initial setup of new and existing insurance cases before enrollment periods, including contracting and appointing agents. You will maintain agent and employer accounts and provide service to both internal and external stakeholders.

Responsibilities include processing approvals, setting up cases, managing commissions and notices, renewing appointments, and coordinating with departments to ensure enrollment

Qualifications

• Basic computer skills are required, including Microsoft Office.
• Candidate must communicate efficiently with all individuals verbally and in writing.
• Associate’s degree or minimum two years insurance or customer service experience.

Responsibilities

• Process preliminary case approvals for new cases and determine re-enrollment eligibility.
• Handle case setup, recognizing differences for each distribution channel and billing.
• Set up agent appointments, execute contracts, and manage terminations per policy.
• Process commission adjustments and voucher requests for agent accounts.
• Mail notifications to agents and corporations regarding accounts and statements.
• Handle invoices related to vendor fees and appointment renewals.
• Collaborate with internal departments to ensure enrollment capability exists.
• Provide customer service to internal and external individuals via phone, email, or mail.
• Compile information for reporting on case setup and agent reports.

Skills

Basic computer skills

Communication skills

Education

Associate’s degree

Tools

Microsoft Office

Job description

• With us, you'll be able to achieve the work/life balance you're looking for, with a competitive compensation and benefits package. This includes hybrid remote work opportunities.
• Our benefits include tuition reimbursement, paid maternity leave, professional development, 401k with company match and profit sharing, and participation in two bonus programs.

• With us, you'll be able to achieve the work/life balance you're looking for, with a competitive compensation and benefits package. This includes hybrid remote work opportunities.
• Our benefits include tuition reimbursement, paid maternity leave, professional development, 401k with company match and profit sharing, and participation in two bonus programs.

Join the Texas Life Team in 2027!

What's in it for you?

This position is responsible for the initial set-up of new, as well as existing cases prior to employer enrollment periods, and contracting/appointing agents. Responsibility includes maintenance of agent and employer accounts as needed, as well as providing service to both.

Major 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.

Required Qualifications

• Basic computer skills are required, including Microsoft Office experience.
• 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.

Location of Position:

Waco, Texas

Base salary/hourly rate range for this position in Texas is between $32,000 and $36,000. Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training and experience.

Texas Life is an Equal Opportunity Employer

Texas Life Insurance Company strives to attract, develop, and retain a diverse workforce.

We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported.

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination.

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about accommodation will be treated as confidential.