New Business Case Management Specialist

Please note that we do not offer visa sponsorship for this position.

Role Summary

Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.  In addition to assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.

A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.   You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.

We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.  In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!

Minimum Qualifications

• You have 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)
• You are passionate about working for a company with a cause-driven culture
• A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
• Must be able to successfully pass a background check that may include fingerprinting

Preferred Qualifications

• You are detail-oriented and great at multi-tasking in a fast-paced environment
• You are an excellent communicator, with empathy and strong listening skills
• You are results-oriented, are great with people and not afraid to lead
• You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
• You enjoy delighting customers with exceptional service
• You exercise sound judgement and independent thinking in decision making, make while balancing the need for collaboration in a team
• You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
• You demonstrate a healthy curiosity and passion to continually learn and improve business acumen
• You are adaptable and can roll with change that occurs within a rapidly growing company

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!