Case Manager

Responsibilities

• Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Knowledge of carrier practices, policy contracts and provisions
• Familiar with new business processes and various state requirements
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms
• Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions
• Understand and document commissions on a per case basis in the company agency management system
• Develop employee communication and education tools and materials

Requirements

• Bachelor’s degree or equivalent business experience required
• Life and Health licensed preferred (can be attained following hire)
• Strong growth and business development orientation
• Proficient in Microsoft Office – Word, PowerPoint, Excel
• Strong technical aptitude – ability to utilize and leverage technology and systems
• Proven ability to think strategically and act tactically
• Strong organization skills/ability to manage multiple demands and priorities
• Excellent problem solving/problem resolution
• Projects confidence and enthusiasm about the company
• Outgoing, excellent communication skills – both written and verbal
• Ability to work/partner with a close team
• Strong relationship management skills
• Results oriented

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 4:30 p.m. This position may require additional hours to meet goals. Hybrid Position requiring 2-3 days in-office per week.

Pay Details

The base compensation range for this position is $65,000 - $75,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.