Case Manager

Description:

Description

MPI Unlimited is seeking an experienced Underwriting & Agent Support Specialist to serve as the primary liaison between our agents, clients, carriers, and underwriting partners once an application has been submitted.

This role is responsible for managing the underwriting and policy placement process from application submission through policy delivery and funding. The ideal candidate has experience managing life insurance cases through underwriting, policy issue, delivery, and placement, with a strong preference for Indexed Universal Life (IUL) experience.

The Underwriting & Agent Support Specialist plays a critical role in improving placement rates, reducing underwriting delays, and ensuring every policy progresses efficiently toward an in-force status. This individual will serve as a trusted resource to agents by proactively managing cases, resolving obstacles, and providing exceptional support throughout the underwriting journey.

This is a full-time, onsite position based in Gilbert, Arizona.

Underwriting & Case Management

• Manage life insurance applications from submission through policy placement and in-force status.
• Monitor underwriting requirements and proactively follow up on outstanding items through our third party vendor.
• Coordinate communication between agents, clients, carriers, paramedical vendors, and underwriting teams through our third party vendor.
• Track case status and maintain detailed notes within CRM and case management systems.
• Identify potential underwriting challenges early and escalate concerns appropriately.
• Work closely with carrier underwriting departments to obtain updates and advocate for timely case progression through our third party vendor.
• Assist agents in understanding underwriting requirements, offers, ratings, exclusions, and policy amendments.

Agent Support

• Serve as the primary support contact for agents throughout the underwriting process.
• Provide timely updates regarding case status, outstanding requirements, and next steps.
• Educate agents on underwriting procedures, carrier expectations, and best practices.
• Assist agents in preparing clients for medical exams, interviews, APS requests, and other underwriting requirements.
• Support agents during policy delivery and funding to help ensure successful placement.
• Help resolve underwriting and placement obstacles to improve policy issuance rates.

Policy Placement & In-Force Management

• Coordinate policy delivery requirements and placement documentation.
• Monitor issued policies to ensure delivery requirements are completed promptly.
• Assist with premium funding coordination and policy activation.
• Track placement metrics and help improve overall in-force conversion rates.
• Follow established procedures to ensure compliance and documentation standards are met.

Administrative & Operational Support

• Maintain accurate records and documentation within company systems.
• Utilize CRM, carrier portals, and case management software to manage workflow.
• Collaborate with Sales, Client Support, and Leadership teams to ensure a smooth client experience.
• Participate in process improvement initiatives and special projects.
• Maintain confidentiality and comply with company policies and industry regulations.

What Makes Joining the MPI Family the Right Move for You?

Mission Statement: To transform lives by educating and empowering individuals with a breakthrough financial strategy that creates lasting freedom and generational wealth.

Vision Statement: To become the leading force in redefining financial freedomwhere every individual has the knowledge, tools, and confidence to build lasting wealth and leave a legacy.

At the heart of our company are core values that guide everything we do. We lead with knowledge , believing that education unlocks better financial decisions. We act with integrity , ensuring every choice is made with honesty and care. We thrive on collaboration , knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can-do attitude to every situation, facing obstacles with creativity and determination. Above all, were fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support.

**Please Note: Accountability and measurable results are core to our company. High standards and feedback are part of our environment.

Learn more about our unique strategy:

-Read Everybody Ends Up Poor:

-Read The Lost Science of Compound Interest:

-Watch:

Required Experience

• Minimum 3 years of life insurance underwriting support, case management, new business, or brokerage operations experience.
• Strong understanding of life insurance underwriting processes and carrier requirements.
• Experience working directly with agents and insurance carriers.
• Experience managing multiple underwriting cases simultaneously.

Preferred Experience

• Indexed Universal Life (IUL) experience strongly preferred.
• Experience working in an Independent Marketing Organization (IMO), insurance agency, brokerage general agency (BGA), or carrier environment.
• Understanding of policy placement, funding, and in-force processes.
• Bilingual in English and Spanish preferred.

Knowledge, Skills & Abilities

• Exceptional organizational and follow-up skills.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Ability to build productive relationships with agents, clients, and carrier partners.
• Strong problem-solving and critical-thinking abilities.
• Ability to work independently while collaborating effectively with a team.
• Proficiency in CRM systems, Google Workspace, Microsoft Office, and carrier platforms.
• Ability to maintain professionalism and confidentiality when handling sensitive client information.

Compensation and Benefits

MPI Unlimited, LLC is committed to providing a full suite of competitive benefits for our growing staff and its diverse needs. We offer a wide range of health and financial benefits, including medical, dental, and vision, MPI Match Plan, and other employer-sponsored wellness programs, as well as offering paid holiday and time-off policies.

Pay Range: $22-$26/hr based on experience.

This position offers a great opportunity to work in a dynamic and customer-focused environment. If you are a highly motivated and analytical professional with a passion for client relations, we encourage you to apply for the role of Client Support Specialist at MPI. We look forward to hearing from you!

Requirements:

Compensation details: 22-26 Hourly Wage

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