Case Implementation Specialist

About the role

Join the Texas Life Team in 2027! What's in it for you? With us, you'll be able to achieve the work/life balance you're looking for, with a competitive compensation and benefits package. This includes hybrid remote work opportunities. This position is responsible for the initial set-up of new, as well as existing cases prior to employer enrollment periods, and contracting/appointing agents. Responsibility includes maintenance of agent and employer accounts as needed, as well as providing service to both. Location of Position: Waco, Texas.

Benefits

• Tuition reimbursement
• Paid maternity leave
• Professional development
• 401k with company match and profit sharing
• Participation in two bonus programs
• Hybrid remote work opportunities

Responsibilities

• Process preliminary case approvals for new cases and determine re-enrollment eligibility.
• Handle case setup, exercising ability and knowledge to distinguish differences for each distribution channel, underwriting offer, brochures, and billing specific to case being processed.
• Accurately set up agent appointments, including execution of contracts as well as terminations when needed, in accordance to company policies and regulatory guidelines.
• Process commission adjustments, and voucher requests associated with agent accounts for debit balances, levy’s, assignments, and chargebacks.
• Responsible for mailout of notifications to agents and/or corporations, regarding agent/group accounts, including commission statements, and checks.
• Handle invoices related to vendor fees, and appointment renewals/billings.
• Collaborate with internal departments as needed to ensure enrollment capability exists, with appropriate enrollment resources available.
• Provide customer service to internal and external individuals via phone, email, or mail.
• Compile information from various areas as requested for reporting purposes, for case setup as well as agent report.

Requirements

• Basic computer skills, including Microsoft Office experience.
• Ability to communicate efficiently with all individuals both verbally and in written form.
• Associate’s degree or minimum of two years insurance or customer service experience in a related industry.

Pay

Base salary/hourly rate range for this position in Texas is between $32,000 and $36,000. Specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training and experience.