Modern Life

Case Management Associate

Modern Life

2 years ago
Remote
Full Time
Medior
3 applicants
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Modern Life
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About this role

This role supports the end-to-end processing of life insurance new business within a technology-enabled brokerage. The position focuses on entering and maintaining case data, coordinating underwriting requirements, and ensuring applications are complete and accurately processed. The specialist collaborates closely with agents, underwriters, and internal teams to keep cases moving and provide timely status updates. The role also contributes to enhancing operational processes and the overall client experience.

Skills

Qualifications

Life Insurance Experience
Modern Life

About Modern Life

modernlife.com

Modern Life is a technology-enabled life insurance platform that combines intuitive software with an expert underwriting team to help advisors place policies faster and with less hassle. The company specializes in complex and non-standard placements—impaired risks, jumbo cases, and other challenging scenarios—where traditional underwriting can be difficult. Modern Life partners with top advisors across the country to streamline case navigation, match clients to appropriate carriers, and accelerate approvals.

About Modern Life

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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