Life Insurance New Business Case Manager (CST Remote)

Case Manager

The Case Manager's purpose is to assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed. The Case Manager ensures that all cases move as efficiently through the process as possible, accurately and completely documenting all case activity during the application or conversion process. They proactively communicate via phone calls and emails with the advisor, carrier, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers.

This is a full-time, remote opportunity working Monday through Friday, 8:30am - 5:30pm CST regardless of residential time zone.

This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.

• Contribute to the overall success and profitability of the agency.
• Own and manage an individual caseload of in-process life insurance applications from underwriting approval through issue and placement.
• Serve as the primary point of contact for all case-related matters, including coordination with internal departments, advisors, and insurance carriers.
• Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner.
• Build and maintain effective working relationships with regional offices, carrier new business and underwriting teams, and internal team members.
• Collaborate on cross-functional projects with operations or other DBS teams to improve efficiency, enhance transparency, and support a seamless customer experience.
• Develop a strong understanding of life insurance carrier processes and underwriting guidelines to serve as a trusted new business resource for advisors and their offices.
• Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools.
• Consistently meet daily production expectations and quality standards for written and verbal communication.
• Exempt position (salaried).
• Expectation of overtime hours as needed to accomplish daily tasks.

Demonstrated time management and organizational skills, with the ability to prioritize workload effectively.

Ability and willingness to support team objectives while also working independently.

Positive attitude with strong problem-solving skills and a customer-focused mindset.

Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers.

Working knowledge of life insurance products, carrier underwriting processes, and illustrations.

Ability to support advisors with questions and usage of DBS website platforms.

• High school diploma or equivalent required
• Minimum of two years of experience within a life insurance or brokerage environment
• Strong working knowledge of life insurance case processing
• Life & Health license preferred

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $44,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP is an inclusive Equal Employment Opportunity employer.