Manage life insurance cases end-to-end: track progress, obtain requirements, support underwriting, negotiate with carriers, communicate with agents, and improve processes to ensure timely, positive client outcomes.
Join our team and accelerate your career.
Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.
We are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.
What you'll do:
- Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed
- Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions
- Aid agents in the underwriting process and be on the front lines of agent communication
- Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience
- Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers
- Continuously look for ways to expedite and improve our processes and services
- Maintain positive relationships with agents, underwriters, and the internal team
About you:
- Strong written and verbal communication skills
- Life insurance case management at a brokerge firm is required
- Track record of successes in a fast-paced, customer service environment
- Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
- Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome
- Ability to quickly learn and master our internal and carrier software programs
- Experience with an agency management system
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The RN Case Manager coordinates care for high-risk members, collaborating with healthcare teams, developing care plans, and providing education and support for improved health outcomes.
Top Skills:
AdobeMS Office
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
As a Telephonic Case Manager RN at Optum, you will assess members' health, coordinate care, provide education, and document findings to improve health outcomes.
Top Skills:
Microsoft WordOutlookWindows
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
As a Telephonic Case Manager RN, you will assist members with mental health needs, providing education, referrals, and managing care via phone communication.
Top Skills:
Microsoft Office ToolsTelephonic Case Management Software
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
