Operations and Case Management Specialist - Life Insurance
About the position A regional boutique firm specializing in property & casualty, life insurance, and estate planning for affluent families and business owners is seeking an Operations & Case Management Specialist to support continued growth. This position plays a critical role in managing the end-to-end life insurance application process, ensuring operational efficiency, and delivering a seamless client and advisor experience. Responsibilities • Oversee the complete life insurance application process from contracting/licensing through policy delivery. • Communicate directly with clients, advisors, and business partners to ensure timely updates and coordination. • Order and track underwriting requirements including paramedical exams, labs, and attending physician statements. • Maintain proactive communication and regular progress updates for all stakeholders. • Manage agency workflows, systems, and compliance documentation. • Maintain accurate and organized records within the firm’s CRM and digital filing systems. • Prepare, edit, and manage fillable PDF forms, applications, and other client documentation. • Utilize electronic signature platforms such as DocuSign for document execution and client onboarding. Requirements • Minimum of 3 years of experience in life insurance operations, case management, or related financial services. • Familiarity with life insurance products, underwriting processes, and carrier procedures. • Proficiency in Microsoft Office and Adobe Acrobat (including fillable/editable PDFs). • Exceptional attention to detail and accuracy in data management. • Strong organizational, written, and verbal communication skills. Nice-to-haves • Experience with CRM platforms such as SmartOffice, Salesforce, or AgencyBloc preferred. Benefits • Salary commensurate with experience, ideally ranging from $60,000 to $70,000 annually, plus discretionary bonus potential. Apply tot his job