Insurance Case Manager
New
E
Ethos LifeLife Insurance Technology
LI-RemoteFull-TimeMiddle
Salary90,000 - 120,000 USD per year
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Job Details
- Required Skills
- SQLData AnalysisSalesforce
Requirements
- Significant experience in life insurance new business, case management, underwriting support, or policy administration.
- Strong working knowledge of life insurance products and the application-to-issue lifecycle.
- Demonstrated ability to work independently to prioritize, diagnose blockers, and drive resolution with minimal oversight.
- Experience partnering directly with carrier underwriting or new business teams.
- Strong analytical skills with the ability to identify patterns and trends across a portfolio.
- Proficiency with Salesforce is strongly preferred.
- Experience with Mode, Hex, SQL, or similar analytics/reporting tools is a significant plus.
- Excellent written and verbal communication skills, including experience leading carrier-facing calls.
- Experience with Indexed Universal Life (IUL) products is a plus.
- Comfortable operating in a fast-paced, evolving environment.
Responsibilities
- Own and actively manage a portfolio of pending or stalled life insurance applications, with an initial focus on Indexed Universal Life (IUL).
- Independently investigate complex cases, determine root cause, and identify the appropriate next action to move each case forward.
- Work across underwriting, new business, policy administration, sales/agent, and carrier teams to resolve blockers and drive cases to issue.
- Lead recurring calls with carrier partners focused on pending case status, aging, blockers, and resolution plans.
- Maintain accurate, up-to-date case status, actions, and documentation in Salesforce and other internal systems.
- Use data to analyze trends across the pending portfolio, identify systemic patterns, and recommend process improvements.
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