Case Manager – Life Insurance, Annuities, LTC & Disability

We’re looking for a detail-oriented and reliable Case Manager to support our growing life and annuity business. This role is ideal for someone who thrives in a fast-paced environment, enjoys working behind the scenes to move cases forward, and wants flexibility once trained.

What You’ll Be Doing

• Manage and track new business cases from submission to placement
• Follow up with carriers, agents, and clients to keep cases moving
• Order and review requirements (APS, parameds, labs, etc.)
• Work closely with underwriting teams to resolve issues and place business
• Communicate updates clearly to agents and internal team
• Assist with application processing and basic data entry

What We’re Looking For

• Strong attention to detail and organization
• Good communication skills (email and phone)
• Ability to manage multiple cases at once
• Comfortable learning carrier systems and processes
• Proficient with computers and basic software (email, spreadsheets, data entry, etc.)
• Prior experience in insurance (Life, Annuities, LTC, Disability) is a plus, but not required

Training & Work Setup

• Initial training will be in-office to get you up to speed
• After training, remote work is available based on performance and reliability

Why This Role

• Flexible part-time schedule
• Opportunity to grow within the insurance industry
• Clear path for advancement, we promote from within and offer both vertical and lateral movement across the company
• Family-business atmosphere, small team, collaborative environment, and direct access to leadership

If you’re someone who likes staying organized, following processes, and being a key part of getting business across the finish line, this could be a great fit.

Pay: $20.00 - $26.00 per hour

Application Question(s):

• Do you have life Insurance Industry Experience?

Work Location: In person