Life Insurance Case Manager
Level Four Group, LLCDallas, TX
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Benefits
Paid Vacation
Job Description
Our Team is growing, and we need you!Come be a part of this disruption in the financial services marketplace!By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.We offer:
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More…
- This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
- Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
- This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
- Review all incoming insurance applications to make sure they are properly/thoroughly completed
- Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
- Proactively take all necessary actions to move the application process forward with a sense of urgency
- Negotiate for preferential rates with various insurance carriers, if applicable
- Maintain and solidify relationships with the agents (clients) that submit business
- Additional duties as required
- Strong organizational skills as well as strong attention to detail in order to produce accurate results
- Polished and professional communication skills: interpersonal, written, and oral
- Strong computer skills that include a knowledge of Office Suite and internet navigation
- Ability to work independently as well as within a team environment
- The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
- Understanding of insurance products in general
- Working knowledge of Agency Integrator System
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FAQs About Life Insurance Case Manager Jobs at Level Four Group, LLC
What is the work location for this position at Level Four Group, LLC?
This job at Level Four Group, LLC is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Level Four Group, LLC?
Employer has not shared pay details for this role.
What employment applies to this position at Level Four Group, LLC?
Level Four Group, LLC lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Level Four Group, LLC?
Level Four Group, LLC is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Level Four Group, LLC?
You can apply for this role at Level Four Group, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.