Life Insurance Case Management Associate

Cetera • United States,

1d • $22 - $29

About The Position

NFG is currently seeking to add an Insurance Case Management Associate to our growing team. This role is responsible for supporting financial professionals through every stage of the new business process, ensuring a seamless and efficient experience from application submission to policy issue and placement. The Insurance Case Management Associate serves as a critical link between financial professionals, carriers, and internal departments, providing timely updates, resolving processing challenges and underwriting requirements, and maintaining a high level of accuracy and professionalism throughout the process. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will have experience in new business processing, case management, or related roles within financial services, and a passion for delivering exceptional service. The role will regularly interact with numerous departments including Regional Sales Teams, Contracting, and Operations.

Requirements

• Exceptional customer service, problem-solving, and communication skills, including adaptability to different personality types.
• Prior experience working in the financial services industry.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.
• Self-motivated with the ability to work well both independently and collaboratively, having a desire to be part of a cohesive team.
• Positive attitude and ambition to help others succeed.
• Willingness to learn and self- teach.

Nice To Haves

• Prior Insurance Case Management experience.
• Prior experience working in a BGA/IMO type environment.
• Knowledge of the different new business processes of multiple insurance carriers.
• Prior use and knowledge of SmartOffice.
• Convey technical information to users in non-technical, clear terms.
• Ability to solve complex problems.
• Demonstrating a mindset of owning and seeing issues through to completion/resolution.

Responsibilities

• Serve as the primary point of contact between the financial professional and the carrier throughout the insurance new business process.
• Review incoming insurance applications for accuracy, completeness, and compliance with carrier and regulatory requirements, such as licensing. Our department processes and provides full case management of life insurance, disability income, and long term care insurance applications.
• Coordinate with the insurance carriers and financial professional to track case progress, resolve pending requirements, and ensure timely issue and delivery of the policy from start to finish.
• Proactively communicate case status updates to financial professionals.
• Identify and resolve processing delays, ensuring each case meets our service and quality standards.
• Maintain detailed case notes and documentation in applicable systems to ensure transparency and continuity.
• Provide guidance to financial professionals on best practices for submitting new business and preventing avoidable delays.
• Support department initiatives to improve efficiency, accuracy, and advisor experience.
• Perform additional duties assigned.

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed