About the role
Job Summary
Role Summary. Our Case Managers deliver a superior customer experience to the distribution channels - agents and agencies - by ensuring life insurance applications are processed with speed, accuracy, and a strong commitment to service. This role operates within a high-volume production environment focused on administrative record keeping, application review, and workflow management to support efficient policy processing.
Minimum Qualifications
- 2+ years of professional work experience interacting with customers in life insurance and/or annuity fields
- Experience working in a production or processing environment with strong attention to accuracy and quality
- Passion for working for a company with a cause-driven culture
- Bachelors/ Masters Degree preferred
- Must be able to successfully pass a background check that may include fingerprinting
Preferred Qualifications
- Detail-oriented with the ability to manage multiple tasks in a fast-paced, high-volume environment
- Excellent communicator with empathy and strong listening skills
- Strong customer service mindset and ability to build relationships with agents and internal partners
- Intuitive problem-solver who thinks critically and creatively to resolve processing challenges
- Results-oriented and able to balance independent work with team collaboration
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