New Business Insurance Case Manager: Life, Disability, LTC (hybrid- LA, San

Lenox Advisors; Chicago (IL); Hybrid; USD 40,000 - 70,000; Full time

Job summary

A leading company is seeking a New Business Insurance Case Manager to partner with financial advisors. This hybrid role requires expertise in Life, Disability, and Long-Term Care insurance processes. Responsibilities include managing cases, coordinating applications, and ensuring quality control. Ideal candidates will have strong organizational skills and experience in case management. Join a dynamic team that values growth and offers competitive benefits.

Benefits

PTO

Holidays

401(k) with match

Health & Wellness programs

Qualifications

• 2+ years supporting financial advisors or in case management roles.

Responsibilities

• Manage a caseload of 80-100 cases, increasing during peak seasons.
• Coordinate insurance applications with carriers like MassMutual.
• Conduct regular meetings with advisors for updates.

Skills

Organizational Skills

Communication Skills

Education

Life and Health licenses

Tools

MS Office

Job description

New Business Insurance Case Manager: Life, Disability, LTC (hybrid- LA, San)

Join to apply for the New Business Insurance Case Manager: Life, Disability, LTC (hybrid- LA, San) role at Lenox Advisors.

About Us

Lenox Advisors provides sophisticated wealth management and insurance solutions to high-net-worth individuals and families. As a subsidiary of NFP, an Aon company, we combine a boutique culture with the stability of a large corporation.

Position Summary

This role partners with financial advisors to coordinate and expedite Life, Disability, and Long-Term Care insurance processes. The ideal candidate has prior experience in case management or supporting advisors with these products. This is a full-time hybrid role requiring at least 2 days per week in LA, San Francisco, or Chicago offices.

Responsibilities

1. Manage a caseload of 80-100 cases, increasing during peak seasons.
2. Coordinate insurance applications with carriers like MassMutual.
3. Stay updated on carrier requirements and educate advisors accordingly.
4. Assess impairments and risks to determine suitable products and strategies.
5. Review underwriting responses and negotiate placements.
6. Maintain accurate case data in client management systems.
7. Conduct regular meetings with advisors for updates.
8. Ensure quality control of policies and placements.

Qualifications

• Knowledge of Life, Disability, and LTC insurance products.
• Understanding of underwriting processes and medical terminology.
• Strong organizational and communication skills.
• Proficiency in MS Office, especially Outlook.
• 2+ years supporting financial advisors or in case management roles.
• Life and Health licenses preferred.

Benefits

Competitive salary ($40,000–$70,000), PTO, holidays, 401(k) with match, health & wellness programs, and more. Salary depends on experience and location.

Additional Information

Equal Opportunity Employer. This is a full-time, hybrid position based in LA, San Francisco, or Chicago.