Case Manager

Quest Financial; United States; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Quest Financial is seeking a seasoned Case Manager to support Producers through underwriting and requirement gathering until a carrier decision is made. This hybrid role requires the ability to troubleshoot delays and navigate the life insurance process across a national network of producers and carrier staff.

The role emphasizes liaison work, case status updates, and collaboration with internal teams. Strong communication, discernment, and adaptability are essential to succeed in a

Qualifications

• Minimum 5 years of work experience as a Case Manager or similar life insurance experience
• Prefer experience within a multi-carrier environment
• Culturally sensitive
• Strong discernment skills and ability to triage problems
• Has a sense of urgency without losing attention to detail
• Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)
• Proficient in Outlook, MS Word, Excel, and Power Point
• Strong written and verbal communication skills

Responsibilities

• Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible
• Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements
• Detect and escape cases that need additional attention or intervention
• Learn to navigate multiple carrier portals
• Document work activities and communication in our agency management system
• Have a sense of urgency without losing attention to detail
• Provide telephone coverage for incoming calls
• Schedule periodic calls/virtual meetings with high-volume producers and field office trainers
• Generate status reports for management, producers, and others as needed
• Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager
• Other projects as assigned by management

Skills

Relationship management

Problem triage

Attention to detail

Adaptability

Verbal and written communication

Tools

Outlook

MS Word

Excel

PowerPoint

Job description

This role supports Producers throughout the underwriting and requirement gathering process until a decision is made by the carrier. Case Managers must possess a strong knowledge of the life insurance industry, application process and be skilled at troubleshooting problems that typically cause delays.

This is a hybrid role, 3 days on site 2 from home if located in Atlanta, if outside Atlanta it can be fully remote.

Case Managers will frequently interact with our internal teams, carrier staff, and a vast network of independent producers throughout the country. As a result, this role requires a sincere desire to cultivate and maintain strong relationships.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible.
• Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements.
• Detect and escape cases that need additional attention or intervention.
• Learn to navigate multiple carrier portals.
• Document work activities and communication in our agency management system.
• Have a sense of urgency without losing attention to detail.
• Provide telephone coverage for incoming calls.
• Schedule periodic calls/virtual meetings with high-volume producers and field office trainers.
• Generate status reports for management, producers, and others as needed.
• Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager.
• Other projects as assigned by management.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum 5 years of work experience as a Case Manager or similar life insurance experience
• Prefer experience within a multi-carrier environment
• Culturally sensitive
• Strong discernment skills and ability to "triage" problems
• Has a sense of urgency without losing attention to detail
• Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)
• Proficient in Outlook, MS Word, Excel, and Power Point
• Strong written and verbal communication skills