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Case Managers

$55k - $65k

Quest 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

Vacancy posted 2 days ago
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