Life Insurance New Business Specialist

Amerilife Group, LLC; Connecticut; Hybrid; USD 65,000 - 85,000; Full time

Job summary

Amerilife Group, LLC is seeking a Case Manager to provide vital support in managing life insurance cases. This position requires a minimum of 5 years of experience and involves negotiating with underwriting teams, ensuring timely case progression, and delivering superior customer service.

The ideal candidate will have strong critical thinking and communication skills, and familiarity with insurance processes. Proficiency in Salesforce and Microsoft applications is preferred. A fast-paced, collaborative work environment is expected, emphasizing problem-solving and proactive follow-up on cases.

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products.
• Working knowledge of desktop applications such as Outlook, Word, and Excel.
• Critical thinking skills with the ability to identify and troubleshoot problems.

Responsibilities

• Negotiate underwriting offers with underwriting teams.
• Manage daily workload with emphasis on time management.
• Ensure cases progress from submission to placement.

Skills

Knowledge of life insurance process

Critical thinking

Verbal communication skills

Written communication skills

Interpersonal skills

Tools

Salesforce.com

Smart Office

Outlook

Word

Excel

Job description

Amerilife Group, LLC is seeking a Case Manager to provide vital support in managing life insurance cases. This position requires a minimum of 5 years of experience and involves negotiating with underwriting teams, ensuring timely case progression, and delivering superior customer service.

The ideal candidate will have strong critical thinking and communication skills, and familiarity with insurance processes. Proficiency in Salesforce and Microsoft applications is preferred. A fast-paced, collaborative work environment is expected, emphasizing problem-solving and proactive follow-up on cases.