Life Case Manager

Position: Life Case Manager Department: Life Operations Reporting to: Life Case Operations Manager Location: Topeka, KS - Onsite Overview As a Case Manager on our Life Operations team, you’ll play a key role in supporting financial advisors throughout the life insurance process. Serving as the primary point of contact for a dedicated group of advisors, you’ll help guide applications through underwriting, coordinate with insurance carriers, and ensure cases move efficiently from submission to policy placement. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering exceptional service. You’ll collaborate with internal teams, build strong advisor relationships, and help create positive outcomes for both advisors and their clients. What You’ll Do Manage the life insurance application workflow from submission through policy placementBuild strong relationships with advisors and serve as their trusted point of contactProcess incoming applications and ensure all required documentation is completeCommunicate with insurance carriers to obtain updates, negotiate underwriting decisions, and resolve issuesCoordinate and communicate case statuses and final offers to agentsReview issued policies for accuracyPartner closely with Life VP teams and internal underwriting resourcesSupport training efforts for new team members within the department Experience You’ll Bring 2–3 years of experience in the insurance or financial services industry1–2 years of case management and/or life underwriting experienceStrong written and verbal communication skillsAbility to manage a high-volume caseload while maintaining attention to detailStrong problem-solving and relationship-building abilitiesExperience working with CRM systems and Microsoft Office productsAbility to work both independently and collaboratively within a team environment Bonus Points Understanding of medical terminology and medical recordsExperience using Agency IntegratorBachelor’s degree What You’ll Get Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package from your start dateAccess to an on-site café, gym and primary careContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceEmployee-sponsored events…and more! Who We Are Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.