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Insurance Case Manager

1 month, 1 week ago
United States
Full-time
Mid Level
Operations Specialist
Customer and Technical Support
Mode Salesforce SQL
Apply Now
Ethos Solutions

Ethos Solutions

Ethos Solutions is a Technical Professional Services organization specializing in Salesforce Development and Custom Application Development. With over eight years of experience as a certified Salesforce Silver consulting partner, Ethos offers services ...

Professional Services
1-10
Founded 2006
View All Jobs 13

Description

  • Own and actively manage a portfolio of pending or stalled life insurance applications, with an initial focus on Indexed Universal Life (IUL).
  • Develop a working understanding of the full application-to-issue lifecycle to pinpoint where and why cases are getting stuck.
  • Independently investigate complex cases, determine root causes, and identify next actions 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.
  • Escalate when carrier-side or internal intervention is required to unblock a case.
  • Maintain accurate, up-to-date case status, actions, and documentation in Salesforce and other internal systems.
  • Use Salesforce, Mode, and Hex or similar tools to research cases, reconcile information, and analyze trends across the pending portfolio.
  • Build and maintain reporting on pending inventory, aging, case stage, blockers, carrier, product, and outcomes.
  • Identify systemic trends across the book of pending business and recommend process improvements based on recurring failure points.

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 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 of cases.
  • Salesforce experience 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 or participating in carrier-facing calls.
  • Comfortable operating in a fast-paced, evolving environment and adapting to new products and carrier processes.
  • Experience with Indexed Universal Life (IUL) products is a plus.

Benefits

  • Remote work environment (#LI-Remote).
  • US national base salary range of $90,000 - $120,000.
  • Eligible for bonus, equity, and benefits in addition to base salary.
  • Access to Ethos US benefits.
  • Inclusive hiring approach that encourages candidates to apply even if they do not meet every requirement.

Interested in this position?

Apply directly on the company website

Apply Now

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