Senior Life Case Manager: Underwriting & Operations

Amerilife; Pennsylvania; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental/Vision

Retirement plan

Life insurance

Job summary

AmeriLife is seeking an experienced Sr. Life Case Manager to independently manage new permanent product cases, negotiate underwriting offers, and ensure timely policy issuance. You will work with product partners, advisors and distributors while leveraging technology to resolve complex issues and improve cycle time.

You will train and mentor teammates, maintain high communication standards, and contribute to client satisfaction through proactive problem solving and efficient case management.

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products.
• Strong troubleshooting and time-management skills.
• Proficient in Outlook, Word and Excel; Salesforce.com a plus.

Responsibilities

• Negotiate underwriting offers with the underwriting teams of our Product Partners, as appropriate, to provide best opportunity for placement.
• Review and assess requirements, as needed.
• Manage the necessary components for the new business process, identify cases that need special handling.
• Manage daily workload with emphasis on time management and quality standards.
• Proactively follow up and provide communication to support advisor/distributor satisfaction.
• Responsible to ensure cases progress from submission to placement in a timely/efficient manner with superior service.
• Ensure policy issuance within required timeline.
• Use expertise in Life insurance process, terminology, technology to support and enhance daily operations.
• May be responsible for employee training and mentoring.
• Works with case managers to problem solve situations and provide recommendation for best outcome."],
• CoT_job_summary_short
• COMPANY NAME: AmeriLife
• KEY POINTS: Life insurance, underwriting, client service, teamwork
• job_summary_short":"<p>AmeriLife is seeking an experienced Sr. Life Case Manager to independently manage new permanent product cases, negotiate underwriting offers, and ensure timely policy issuance. You will work with product partners, advisors and distributors while leveraging technology to resolve complex issues and improve cycle time.</p><p>You will train and mentor teammates, maintain high communication standards, and contribute to client satisfaction through proactive problem solving and efficient case management. </p>",
• contract_type
• fulltime
• location_type
• on site
• remote_scope":null,
• perks
• [{"name":"PTO"},{"name":"Medical insurance"},{"name":"Dental/Vision"},{"name":"Retirement plan"},{"name":"Life insurance"}]
• stated_min":65000,
• stated_max":75000,
• stated_absolute":null,
• salary_estimation_cot":"Senior Life Case Manager in the United States (Pennsylvania) with 5+ years experience: market rate is $65k–$75k gross annually.",
• estimated_low":65000,
• estimated_medium":70000,
• estimated_high":75000,
• currency": "USD","frequency":"yearly","bonus":null,
• tax":"gross","application_email":"[e-mail]","job_end_date":null,"contact_person":null,"hiring_department_name":null} }`] } }`] } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Skills

Life insurance knowledge

Underwriting coordination

Communication skills

Team collaboration

Problem solving

Tools

Outlook

Word

Excel

Salesforce

Job description

AmeriLife is seeking an experienced Sr. Life Case Manager to independently manage new permanent product cases, negotiate underwriting offers, and ensure timely policy issuance. You will work with product partners, advisors and distributors while leveraging technology to resolve complex issues and improve cycle time.

You will train and mentor teammates, maintain high communication standards, and contribute to client satisfaction through proactive problem solving and efficient case management.