Senior Life Insurance Case Manager & Underwriting Liaison

AMERILIFE US, LLC; Pennsylvania; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits

PTO, medical, dental, vision

Retirement savings plan

Job summary

Saybrus Partners seeks a Sr. Life Case Manager to provide permanent life insurance case management, resolve issues, and negotiate underwriting offers.

You will leverage your knowledge of the life insurance process to ensure timely moves through new business, while training teammates and supporting clients. Candidates should have strong communication skills, be able to work in a team, and manage complex cases in a fast-paced environment.

Qualifications

• Minimum 5 years of experience with knowledge of the life insurance process for permanent products.
• Strong knowledge of the life insurance process and ability to troubleshoot cycle delays.
• Team-oriented, adaptable to change, and able to communicate clearly in writing and speaking.
• Proficiency with Outlook, Word and Excel; familiarity with Salesforce.com is a plus.

Responsibilities

• Negotiate underwriting offers with product partners to optimize placement opportunities.
• Review requirements and manage components of the new business process.
• Maintain daily workload with emphasis on time management and quality.
• Provide proactive communications to support advisor/distributor satisfaction.
• Ensure policy issuance within required timelines and deliver superior service.

Skills

Life insurance knowledge

Underwriting experience

Problem solving

Strong communication

Team player

Independent worker

Outlook

Word

Excel

Salesforce.com

Smart Office

Tools

Outlook

Word

Excel

Smart Office

Salesforce.com

Job description

Saybrus Partners seeks a Sr. Life Case Manager to provide permanent life insurance case management, resolve issues, and negotiate underwriting offers.

You will leverage your knowledge of the life insurance process to ensure timely moves through new business, while training teammates and supporting clients. Candidates should have strong communication skills, be able to work in a team, and manage complex cases in a fast-paced environment.