Case Management Associate
Modern Life
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
About Modern Life
modernlife.comModern 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.
Recent company news
Modern Life Raises $20 Million Series A to Empower Advisors with AI-Powered Life Insurance Platform
Nov 19, 2025
Modern Life raises $20 million Series A to empower advisors with AI-powered life insurance platform
Nov 19, 2025
Modern Life raises $20 million
Nov 19, 2025
Wealthtech Roundup: Modern Life Raises $20M
Nov 20, 2025
Modern Life: $20 Million Series A Closed To Advance AI-Based Life Insurance Platform
Nov 20, 2025
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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View leadership team, funding history,
and employee contacts for Modern Life.
Salary
$80k – $107k
per year