An Assistant Insurance Case Manager is an entry level case management position. She/he is responsible for coordinating cases during underwriting with entry level expertise; while providing secondary support to other insurance team members.


  • Coordinate with advisors from beginning to final stages of underwriting
  • Coordinate underwriting with various general agencies, carriers, and products
  • Negotiate offers for best possible outcomes
  • Coordinate incoming/outgoing policies and requirements
  • Facilitate a weekly Doc Tracker call with each of your agents

Secondary Duties:

  • Process and submit applications
  • Mail forms, applications, and policies
  • Shop health issues with multiple carriers for best offers; submit informal applications
  • Review APS (Attending Physician Statements)
  • Facilitate task for client appointments for medical exams (underwriting labs)
  • Direct the flow of sales/product questions
  • Handle miscellaneous activities as they arise


  • Must coordinate multiple tasks and priorities in a fast-paced environment
  • Must allow for a flexible work schedule when experiencing high volumes
  • Must be able to work with a team of people to accomplish a common goal
  • Must have outstanding customer service skills
  • Must have excellent verbal and written communication skills
  • Must have very high training retention and quick learner
  • Must have high attention to detail with good organizational and problem solving skills
  • Must maintain confidentiality of information
  • Sets goals and strive to obtain them

Skills and Experience:

  • Minimum 2 years’ insurance experience
  • Knowledge of insurance products/industry: Required
  • Product Experience (Term, VUL, Individual Disability, Buy/Sell, Overhead Expense): Required
  • Education level: Associates/Bachelor’s Degree: Preferred
  • Must have proficiency with Microsoft Office Software

Licenses (required):

  • Life and Health
Apply by emailing an attached cover letter and résumé to: [email protected]