Life Case Manager: Underwriting Negotiation & Fast Case Progress

AmeriLife; Minneapolis (MN); On-site; USD 36,000 - 40,000; Full time

Benefits offered by this job

PTO

Medical benefits

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife in Minneapolis seeks a Life Case Manager to provide new business support and independently manage cases through underwriting and delivery. You will troubleshoot issues, gather outstanding requirements, and maintain superior customer service to move cases efficiently through the process.

The role requires strong communication skills, teamwork, and the ability to work in a fast-paced environment. Knowledge of life insurance processes and underwriting is essential.

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products.
• Proficiency with Outlook, Word and Excel; experience with Smart Office and Salesforce is a plus.
• Strong analytical and problem-solving skills.

Responsibilities

• Negotiate underwriting offers with Product Partners to provide best opportunity for placement.
• Manage the new business process with emphasis on time management and quality.
• Proactively follow up and communicate to support advisor/distributor satisfaction; ensure cases progress from submission to placement.
• Ensure policy issuance within required timeline.
• Use expertise in life insurance process and terminology to support operations and explore value-add opportunities.
• Provide timely delivery of benefits and payments for issued contracts.
• Serve as a single point of contact to customers and resolve complex inquiries.
• May be responsible for employee training and mentoring.
• Perform other duties as assigned.

Skills

Critical thinking

Verbal communication

Written communication

Interpersonal skills

Discretion

Independent work

Team player

Tools

Outlook

Word

Excel

Smart Office

Salesforce

Job description

AmeriLife in Minneapolis seeks a Life Case Manager to provide new business support and independently manage cases through underwriting and delivery. You will troubleshoot issues, gather outstanding requirements, and maintain superior customer service to move cases efficiently through the process.

The role requires strong communication skills, teamwork, and the ability to work in a fast-paced environment. Knowledge of life insurance processes and underwriting is essential.