Life Insurance Specialist

6 days ago


Scottsdale, Arizona, United States The Quantum Group, USA, LLC Full time

Life Insurance Case Manager

We are seeking a highly motivated and organized individual to join our team as a Life Insurance Case Manager. As a key member of our team, you will be responsible for managing life insurance applications from start to finish, ensuring timely and accurate processing.

Key Responsibilities:

  • Communicate effectively with clients, advisors, and insurance carriers to expedite the underwriting process
  • Ensure regular status updates are provided to producers
  • Order, track, and review APS records, medical exams, and tele interviews for various insurance companies
  • Follow up on case status with insurance companies and review policy accuracy
  • Consistently update case information into our firm database
  • Manage multiple, concurrent projects with varying stages of succession

Requirements:

  • 2+ years of experience in an office environment with client services and demonstrated communication skills
  • Organized process experience is a must
  • Experience in the financial industry is a plus
  • Experience with Salesforce is a plus

We offer a competitive compensation and benefits package, including health benefits and 401(k). The Quantum Group is an Equal Opportunity Employer.



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