Life Insurance Case Manager

Position Overview

Life Insurance Case Manager – Elkhorn, NE. The Insurance Marketing (IMO) Industry is exploding right now, especially with year‐end numbers, and our business needs are growing exponentially. Insurance Agency Marketing Services (IAMS) has an immediate opening in the areas of sales and support at our Omaha, Nebraska location. This is an in‐office position, Monday-Friday, 8:30am to 5:30pm. If you have life insurance experience, apply now! Learn more at www.iamsinc.com.

Key Responsibilities

• Provide full service end-to-end support until the policy is processed, in-force and closed; assist agents/producers with day-to-day activities and ensure all necessary forms and information are available.
• Process new life business applications from submission to commission; review applications and paperwork for accuracy and completeness, document outstanding requirements, and follow up with carriers until issued.
• Make proactive, daily follow-up calls with carriers on pending life insurance applications, update HQ/CRM with current status, and promptly communicate details with agents/producers.
• Serve as the primary point of contact for status updates and resolution of issues with pending applications.
• Order paramed exams and medical records as requested by insurance carriers.
• Act as a designated resource for insurance agents/producers, providing administration and back-office support with correct and up-to-date application paperwork.
• Manage agent/producer and carrier caseloads with urgency, dedication to accuracy, and responsiveness, while identifying high priority situations.
• Collaborate with various carriers to ensure the issue process is proceeding adequately and communications are maintained.
• Maintain data files and documents, handle phone and email inquiries, and compose reports, presentations, and related materials.
• Build and maintain strong, effective relationships with agents/producers, underwriters, and carriers.
• Address any paid commission questions or concerns raised by agents/producers.
• Conduct all communications via phone and in-office interactions.
• Perform other duties as assigned.
• This is a full-time, in-office position.

Required Qualifications

• High school diploma or GED.
• Proven case management experience supporting and maintaining a caseload.
• Professional phone etiquette; highly motivated, driven, and outgoing.
• Ability to work effectively with a close-knit team and with minimal supervision.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to interact with individuals at all organizational levels, including management.
• Basic proficiency with Microsoft Office Suite (Outlook, Word, Excel) including data entry and keyboarding skills.
• Ability to multitask and prioritize workload under tight deadlines in a fast-paced environment.
• Timely escalation of appropriate issues.
• Strong attention to detail and accuracy.
• Punctuality and consistent attendance are critical.
• Must pass a background check.
• This is an in-office position, Monday-Friday, 8:30am to 5:30pm.

Preferred Qualifications

• IMO experience is definitely preferred.
• Approximately 1 year of case management experience (Preferred).
• Approximately 1 year of life insurance case management experience (Preferred).

Benefits & Perks

• Compensation: $45,000.00 - $50,000.00 per year.
• Competitive base salary based on experience and skills.
• Company year-end bonus if company goals are achieved.
• Benefits: Health, dental and vision insurance with HSA, 401K with employer match up to 4%, 7 paid holidays, and PTO.