Life Insurance Case Manager Job at The Jacobson Group, Washington DC

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  • The Jacobson Group
  • Washington DC

Job Description

Job Description

Job Description

Job Description:
Our client, a growing financial services distribution firm in Texas, partners with independent financial advisors to support complex planning needs for high-net-worth and corporate clients. They are expanding their life insurance case management team and seeking a detail-oriented professional to oversee life insurance brokerage cases and serve as a key liaison between producers, internal teams and carriers.
Responsibilities:

  • Manage daily case activity and workflows in coordination with underwriting, case design and firm development teams.
  • Submit life insurance applications to carriers accurately and efficiently.
  • Track outstanding case requirements and coordinate additional documentation with agents.
  • Negotiate with carriers on informal and formal offers to support client goals.
  • Communicate clear expectations and timelines to agents and internal partners.
  • Review and identify concerns in exams, MVRs, applications and questionnaires.
Requirements:
  • Three to five years of experience in life insurance case management; multi-carrier environment (preferred)
  • Familiarity with complex cases and independent advisors serving high-net-worth clients.
  • Strong accuracy, initiative and ownership of results.
  • Excellent communication and customer service skills.
  • Ability to learn and navigate software such as Agency Integrator and PaperClip.
  • Proficiency in Microsoft Outlook, Word, Excel, PowerPoint and WebEx
  • Bachelor’s degree (preferred)
  • Ability to thrive in a fast-paced, evolving environment


Benefits:

  • Significant growth and advancement opportunities
  • Engaging, collaborative culture with team events and charitable initiatives
  • Generous PTO and holiday schedule, including time off your birthday and community service
  • Onsite gym, standing desks and complimentary snacks and drinks
  • Multiple health insurance plan options and immediate 401(k) employer match
  • Employee ownership program available after one year
  Contact: Janet Foor
jfoor@jacobsongroup.com

Job Tags

Holiday work, Immediate start,

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