You are a strategic thinker passionate about driving solutions in Annuities & Life Insurance Business Development. You have found the right team. 

As a Life Insurance Case Management Specialist – Associate in the Annuities & Life Insurance Business Development Team, you will provide end-to-end support for life insurance application conversion, collaborating with advisors, clients, and partner firms. You will manage case submissions, monitor pipelines, and drive strategic initiatives to enhance operational efficiency. This role offers the opportunity to work independently, engage with senior stakeholders, and contribute to process improvements that support business growth.

Job Responsibilities:

Lead case submission for life insurance applications for clientsAssist with collection of client data and completion of required forms for informal and formal applicationsMonitor status of pending cases and follow up with back-office partners and carriersSubmit application packets through Operations and Central Supervision ReviewEngage with advisors and clients to remediate onboarding and maintenance issuesProduce and request product quotes and illustrationsServe as a point of escalation for outstanding items needed to support in-flight businessAnalyze and leverage business data to support business growth and produce reportingManage cross-functional collaborationsLead key strategic initiatives within the functionIdentify and implement process efficiency levers such as automation

Required Qualifications, Capabilities, and Skills:

MBA or equivalent advanced degree5+ years of experience in the US Life Insurance industryFundamental knowledge and understanding of the US Life Insurance industryProven expertise in working under SLA-driven environmentsStrong written and verbal communication skillsOrganizational and time management skills; ability to manage multiple prioritiesAbility to work independently while handling multiple responsibilities with high accuracy in a high-pressure environmentHigh attention to detail and ability to be a dynamic member of the teamComfort in communicating with senior advisors and clientsProficiency in Microsoft Outlook, PowerPoint, and Excel

Preferred Qualifications, Capabilities, and Skills:

Experience in process improvement and automation initiativesExperience managing cross-functional collaborationsExperience leading strategic initiativesExperience in data analysis and reportingExperience in client onboarding and remediation