Insurance Case Manager: Policy Delivery & Underwriting

Acrisure Trade Credit; Littleton (NJ); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Hybrid work option

Competitive compensation

Industry leading healthcare

Savings and investments

Job summary

Acrisure Trade Credit is seeking a dedicated Case Manager to oversee life, disability, LTC and annuity policy cases from intake through underwriting negotiations and policy delivery. You will collaborate with underwriters, advisers, and clients, documenting commissions and driving timely resolutions while balancing multiple priorities.

The role requires a bachelor’s degree or equivalent experience, strong communication skills, and proficiency in Microsoft Office.

Qualifications

• Bachelor’s degree or equivalent business experience required.
• Strong growth and business development orientation.
• Proficient in Microsoft Office: Word, PowerPoint, Excel.

Responsibilities

• Monitor and manage progress of pending Life, Disability, LTC and Annuity cases.
• Collaborate with underwriters, advisors, and clients to gather information.
• Oversee delivery of policies to clients with accuracy and completeness.
• Lead negotiations with underwriters to secure favorable terms.
• Manage reconsideration process for cases needing future negotiation.
• Document commissions per case in the agency system.

Skills

Negotiation

Communication

Case management

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Acrisure Trade Credit is seeking a dedicated Case Manager to oversee life, disability, LTC and annuity policy cases from intake through underwriting negotiations and policy delivery. You will collaborate with underwriters, advisers, and clients, documenting commissions and driving timely resolutions while balancing multiple priorities.

The role requires a bachelor’s degree or equivalent experience, strong communication skills, and proficiency in Microsoft Office.