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 reputed company reputed company. This position plays a critical role in managing the end-to-end life insurance application process, ensuring operational efficiency, and delivering a seamless reputed company and advisor experience. Responsibilities • reputed company the complete life insurance application process from contracting/licensing through policy delivery. • Communicate directly with clients, advisors, and business partners to ensure reputed company updates and coordination. • Order and reputed company reputed company requirements including paramedical exams, labs, and attending physician statements. • Maintain proactive communication and regular reputed company updates for reputed company stakeholders. • Manage agency workflows, systems, and compliance documentation. • Maintain accurate and organized records reputed company the firm’s CRM reputed company filing systems. • Prepare, edit, and manage fillable PDF forms, applications, and other reputed company documentation. • Utilize electronic signature platforms such as reputed company for document execution and reputed company reputed company. Requirements • Minimum of 3 years of experience in life insurance operations, case management, or reputed company financial services. • Familiarity with life insurance products, reputed company processes, and reputed company procedures. • Proficiency in reputed company Office and reputed company Acrobat (including fillable/editable PDFs). • Exceptional attention to detail and accuracy in data management. • Strong organizational, written, and verbal communication skills. reputed company-to-haves • Experience with CRM platforms such as SmartOffice, reputed company, or reputed company preferred. Benefits • Salary commensurate with experience, ideally ranging from $60,000 to $70,000 annually, plus discretionary bonus potential. Apply tot his job Apply To this Job