Insurance Case Specialist - Financial Services

Job Description

Academy Financial, Inc. · Lutherville, MD or King of Prussia, PA · Full time

Academy Financial is adding an experienced insurance professional to our in-house insurance department. You will help support our advisors' insurance cases from the first request through policy placement and beyond. You will work with our General Agency partner to keep cases moving, and step in with your own case design when a situation calls for it.

This role is for an experienced insurance professional who can manage cases independently, provide dependable follow-through, and help improve how the department operates.

Academy Financial, Inc. is a financial planning firm with more than 60 team members, headquarters in Lutherville Maryland with other offices in Pennsylvania, Virginia, and Connecticut. LPL Financial serves as our broker dealer.

We serve business owners, executives, retirees, and affluent individuals through comprehensive financial planning, wealth management, retirement and investment planning, estate and business succession strategies, and insurance solutions.

Our insurance department supports advisors with individual life, disability, long-term care, and fixed annuity cases. We work with a General Agency for case management, design support, and tracking through Agency Integrator while remaining accountable for each case.

As our Insurance Case Specialist, you will assist with new business cases and coordinate closely with advisors, our service specialist, and the General Agency. You will help keep the team informed, identify what each case needs next, and step in directly when an issue requires additional attention.

You will join a small, collaborative team and learn our department, advisors, and processes. As the firm grows, you will help shape how our insurance department works.

Case support and tracking

• Support new business cases from the advisor's request through placement, delivery, and commission confirmation.
• Help keep the pipeline current and accurate in Agency Integrator and Redtail CRM.
• Work with the General Agency, carriers, clients, and advisors to resolve open requirements, exams, and underwriting items.
• Keep advisors informed with timely status updates.
• Flag stalled cases early and work with the team on next steps.

Case design and product knowledge

• Be a product resource for advisors and teammates on term, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities.
• Run illustrations and quotes, and design cases directly when timing or complexity calls for it.
• Review designs and illustrations prepared by the General Agency for accuracy and fit before they reach the advisor or client.
• Prepare and maintain client-ready presentation materials for advisors.

Applications and placement

• Complete, review, and submit insurance applications and all related new-business paperwork accurately and completely, including eSignature and paper processes.
• Work directly with clients by phone and email during the application, underwriting, and delivery process.

In-force support

• Partner with our service specialist on complex in-force work, such as in-force and point-in-time illustrations, policy reviews, replacements, and term conversions.
• Assist with beneficiary changes, death claims, and viatical or life settlement inquiries as needed.

• You follow through. You see tasks through to completion, not just to the next email.
• You are precise. Applications, illustrations, and client communications go out right the first time.
• You are responsive. Advisors and clients receive timely updates, even when a final answer is still pending.
• You are organized. You can juggle many open cases with different deadlines and keep the details straight.
• You are pleasantly persistent. You follow up with carriers, the General Agency, and clients until you get an answer.
• You put the client first and keep a professional, service-first attitude during busy periods.
• You improve how the team works. You collaborate well with advisors, teammates, and the General Agency, identify recurring problems, and take the initiative to build better processes.
  

Required

• 5+ years of experience independently managing individual life insurance case design, new business, or case management at an advisory firm, brokerage general agency, or carrier.
• Hands-on experience with term, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities.
• Ability to run and interpret illustrations and design cases independently.
• Experience supporting a high-volume pipeline from submission to placement.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, PowerPoint, and Teams.
• Preferred
• Experience with Agency Integrator, Redtail CRM, iPipeline/iGo, WinFlex, and Ensight.
• Experience working with or at a brokerage general agency.
• A college degree.

• Location: Hybrid in office at our Lutherville or King of Prussia location
• Salary range: [$50,000 – $70,000], plus an incentive-based bonus opportunity.
• Benefits
• Medical, dental, and vision coverage with an employer contribution
• 401(k) with company match
• Company-paid basic life and disability insurance
• A culture that promotes from within, so effort and results lead to growth

How to apply

Apply through the job board or email your resume and salary requirements to Ashley Vest at View email address on ziprecruiter.com. Please use the subject line "Insurance Case Specialist – [Your Last Name]."

Academy Financial, Inc. · 1447 York Road, Suite #801 · Lutherville, MD 21093

Academy Financial, Inc. is an Equal Opportunity Employer.