Case Analyst

New York Life•Overland Park, KS

20h•$46,500 - $66,500•Hybrid

About The Position

The Case Analyst is responsible for processing and managing life insurance new business cases for Third Party Distribution. This role supports the full new business lifecycle, ensuring cases are processed accurately, timely, and in compliance with regulatory and company standards. The Case Analyst partners closely with distributors, agents, and internal teams to deliver consistent, high-quality customer experience from case submission through commission payment.

Requirements

Bachelors degree, or equivalent combination of education and related experience, preferred
Customer service and administrative experience preferred
Strong attention to detail, organizational skills, and ability to manage multiple priorities
Effective written and verbal communication skills
Ability to work independently while contributing as part of a collaborative team
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Responsibilities

Perform assigned life insurance new business processing activities, including good order review, electronic application completion, policy preparation, cancellations/declinations.
Maintain accurate and timely case status updates and reporting within established tracking tools and logs.
Proactively follow up on outstanding requirements, including medical, financial, and licensing items.
Ensure accuracy and quality of work through self-review and adherence to established procedures.
Meet defined service level agreements (SLAs) and communicate proactively when service standards may be impacted.
Apply best practices to drive efficient processing and identify opportunities for continuous improvement.
Deliver a positive and consistent customer experience throughout the new business process.
Build and maintain effective working relationships with distributor representatives through proactive communication and timely issue resolution.
Provide proactive case coordination and support throughout the new business lifecycle.
Collaborate with internal partners including Sales Support, Underwriting, Agent Compensation, Inforce Policy Service, Licensing & Contracting, and Conversion teams.
Serve as back-up support for Concierge (Case Manager) functions for assigned distributors as needed.
Ensure compliance with all regulatory, legal, and company requirements, including state regulations, Anti-Money Laundering (AML), and privacy standards.
Demonstrate sound judgment in resolving issues and escalate matters appropriately to management when required.
Utilize available job aids, systems, and online resources to resolve questions and issues efficiently.
Complete cross-training on all new business processing functions to support business continuity and develop a comprehensive understanding of the end-to-end process.
Develop and maintain working knowledge of life insurance products, illustrations, and New Business age and amount requirements.