Case Manager

Case Manager – Life Insurance & Annuities

Location: Fort Washington, PA (On-site)

A well-established and nationally recognized life insurance and annuity brokerage is seeking a highly organized and proactive Case Manager to join its team. This role is ideal for someone who thrives in a fast-paced, collaborative environment and is committed to delivering exceptional service to financial advisors and clients.

As a Case Manager, you will coordinate and manage life insurance and annuity opportunities from start to finish, ensuring a smooth, efficient, and compliant process. You will serve as a key liaison between internal teams, insurance carriers, financial professionals, and medical providers to help deliver a first-class experience throughout the client journey.

Key Responsibilities:

• Oversee and execute the case processing workflow for new and in-force business.
• Provide ongoing service and support to financial advisors and policyowners.
• Conduct detailed reviews of documentation to support new business submissions.
• Maintain regular communication with internal and external stakeholders to manage expectations.
• Stay informed on carrier and medical facility policies, compliance updates, and operational procedures.
• Meet established performance goals related to transactions and client communications.

Qualifications:

• Bachelor’s degree or equivalent work experience.
• Two or more years of experience in life and annuity insurance (preferred).
• Strong written, verbal, and interpersonal communication skills.
• Ability to collaborate across teams and prioritize tasks effectively.
• Familiarity with iPipeline and SureLC platforms is highly preferred.

Compensation and Benefits:

• Competitive salary based on experience.
• Comprehensive health, dental, vision, and prescription coverage.
• Employer-matched 401(k).
• Generous paid time off.
• Opportunities to earn bonuses and additional perks.