Case Managers
$55k - $65kQuest Financial
Job Description
Job Description
Case Manager
Johns Creek, GA | Hybrid (3 Days In Office / 2 Days Remote)
Direct Hire | $55,000 - $65,000 + Excellent Benefits
Our client, a growing organization in the life insurance industry, is seeking an experienced Life Insurance Case Manager to join their team. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys building relationships while managing the life insurance underwriting process from application through policy decision.
Responsibilities
- Manage life insurance cases from application through underwriting decision
- Serve as the primary liaison between independent producers and insurance carriers
- Follow up on outstanding underwriting requirements to keep cases moving efficiently
- Troubleshoot and resolve issues that delay policy approvals
- Escalate complex cases when additional intervention is needed
- Navigate multiple insurance carrier portals
- Maintain accurate documentation within the agency management system
- Provide timely case status updates to producers and internal teams
- Schedule and participate in calls with producers and field trainers
- Generate reports for management and producers
- Assist with post-issue policy changes requiring carrier support
- Deliver exceptional customer service while managing multiple priorities
Qualifications
- Bachelor's Degree required
- Minimum of 5 years of recent experience as a Life Insurance Case Manager or similar life insurance operations role
- Experience working with life insurance underwriting and new business processing
- Multi-carrier life insurance experience strongly preferred
- Strong understanding of life insurance applications, underwriting requirements, and carrier processes
- Excellent problem-solving and troubleshooting abilities
- Ability to prioritize with a strong sense of urgency while maintaining exceptional attention to detail
- Outstanding communication and relationship-building skills
- Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
- Comfortable learning new technology and navigating multiple carrier systems
Why You'll Love This Opportunity
- Hybrid schedule (3 days onsite / 2 remote)
- Competitive salary of $55,000-$65,000
- Excellent benefits package
- Collaborative and supportive team environment
- Opportunity to work with a respected organization in the life insurance industry
- Long-term career growth potential
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