Life Insurance Case Manager & Underwriting Liaison

Amerilife Group, LLC; Connecticut; Hybrid; USD 50,000 - 70,000; Full time

Job summary

Amerilife Group, LLC is seeking a self-motivated Case Manager to support our life insurance distribution strategy. In this critical role, you will manage cases, resolve issues, and negotiate underwriting offers while delivering superior customer service.

The ideal candidate has strong knowledge of the life insurance process, excellent communication skills, and the ability to troubleshoot problems. This position offers the chance to work independently in a fast-paced environment while contributing to customer satisfaction and operational excellence.

Qualifications

• Strong knowledge of the life insurance process, including permanent and term products.
• Excellent verbal and written communication skills.
• Ability to troubleshoot problems in complex cases.

Responsibilities

• Proactively follow up and communicate to support advisor satisfaction.
• Manage daily workload with time management and quality standards.
• Resolve complex customer service inquiries and problems.

Skills

Knowledge of life insurance process

Critical-thinking skills

Excellent verbal communication

Excellent interpersonal skills

Ability to work independently

Tools

Salesforce.com

Smart Office

Desktop applications (Outlook, Word, Excel)

Job description

Amerilife Group, LLC is seeking a self-motivated Case Manager to support our life insurance distribution strategy. In this critical role, you will manage cases, resolve issues, and negotiate underwriting offers while delivering superior customer service.

The ideal candidate has strong knowledge of the life insurance process, excellent communication skills, and the ability to troubleshoot problems. This position offers the chance to work independently in a fast-paced environment while contributing to customer satisfaction and operational excellence.