Case Management Associate

Modern Life(2 years ago)

RemoteFull TimeMedior$79,638 - $107,392 (estimated)Operations

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.

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Required Skills

Case Management
Data Entry
Email Management
Application Review
Underwriting Support
Medical Records Coordination
Requirements Tracking
Process Improvement
Customer Service
Relationship Management

+4 more

Qualifications

Life Insurance Experience

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.