Life Case Coordinator, Highland Capital Brokerage

6 days ago

Vestavia Hills, AL, United States Advisor Group Full time
Current Employees and Contractors Apply Here
Osaic Careers

Operations Opportunity in Financial Services

Life Case Coordinator, HCB

Location:All Locations/Remote

Role Type: Full-time

Salary: $45,000 - $50,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

We currently have an opening for a Life Case Coordinator at Highland Capital Brokerage. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.

The Life Case Coordinator plays a critical role in supporting the new business process by ensuring the accurate and timely processing of life insurance applications, from digital submission through delivery. This position is responsible for managing application intake, coordinating case details, handling high-volume communication, and assisting with various case management projects to maintain operational efficiency.

Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:

Application Processing
  • Input and process digital applications in internal systems.
  • Process E-Tickets through Part 2, ensuring completeness and compliance with carrier requirements.
  • Enter paper applications as overflow support for Case Managers.
Case Communication & Tracking
  • Monitor and manage the high-volume New Business inbox, ensuring timely routing and response.
  • Manage select digital cases from submission through policy delivery.
Administrative & Support Functions
  • Prepare and mail checks and policy documents received in the office.
  • Perform data entry to maintain accurate records for cases submitted and issued directly (Not in System)
  • Process APS reimbursement requests in a timely manner.
  • Assist with special projects and process improvements to support Case Management operations.
Basic Requirements:
  • Prior experience in life insurance, financial services, or a related field preferred.
  • Strong organizational skills and attention to detail.
  • Ability to handle high-volume email traffic and prioritize tasks effectively.
  • Proficient in Microsoft Office Suite and comfortable learning new systems.
  • Excellent written and verbal communication skills.
Key Competencies:
  • Accuracy and attention to detail.
  • Ability to multitask in a fast-paced environment.
  • Strong problem-solving skills.
  • Customer-focused mindset.


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