New Business Case Management Specialist – Spanish Speaking

Liberty National Life Insurance Company

Case Managers ensuring life insurance applications are processed with speed and accuracy. Empowering customers, resolving issues, and collaborating with agents for a superior experience.

Posted 6/30/2026full-timeAddison • Texas, Vermont • 🇺🇸 United StatesJuniorMid-Level💰 $18 - $27 per hourWebsite

About the role

Key responsibilities & impact

Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.
In addition to assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.
A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.
You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.
We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.

Requirements

What you’ll need

You have 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)
You are passionate about working for a company with a cause-driven culture
A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
Must be able to successfully pass a background check that may include fingerprinting

Benefits

Comp & perks

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Risk AssessmentApplication ProcessingWorkflow ManagementCRM ProficiencyFinancial Risk Analysis

Soft Skills

Customer ServiceCollaborationProblem SolvingCuriosityTeamwork