New Business Case Management Specialist - Mandarin Speaking

Role Summary

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.

Minimum Qualifications

• 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
• You must be able to successfully pass a background check that may include fingerprinting

Preferred Qualifications

• You are detail-oriented and great at multi-tasking in a fast-paced environment
• You are an excellent communicator, with empathy and strong listening skills
• You are results-oriented, are great with people and not afraid to lead
• You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
• You enjoy delighting customers with exceptional service
• You exercise sound judgement by reviewing and validating AI-generated content
• You maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles
• You use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property

Benefits

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!

Pay

Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits

The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.