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Life Insurance New Business Case Manager
NFP, an Aon companyCase Manager assisting advisors with life insurance applications at Diversified Brokerage Services. Ensuring efficient process flow and communication between advisors and carriers with a focus on best-in-class service.
Posted 4/14/2026full-timeRemote • Illinois, Minnesota, Montana, Texas, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $44,000 - $65,000 per yearWebsite
About the role
Key responsibilities & impact- Assist the advisor throughout the underwriting and requirement gathering process
- Ensure that all cases move efficiently through the process
- Communicate with the advisor, carrier, and others to complete the needed requirements
- Provide best-in-class service by reviewing cases frequently and advocating for the advisor and insured
Requirements
What you’ll need- High school diploma or equivalent required
- Minimum of two years of experience within a life insurance or brokerage environment
- Strong working knowledge of life insurance case processing
- Life & Health license preferred
Benefits
Comp & perks- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
life insurance case processing
Soft Skills
communicationadvocacycustomer service
Certifications
Life & Health license