Source Job

$40,000–$45,000/yr
US

  • Manage an individual caseload of life insurance applications from application creation through underwriting and policy placement.
  • Coordinate with clients, insurance carriers, vendors, and internal teams to obtain required documentation and ensure cases progress efficiently.
  • Review underwriting decisions, identify alternative options for better customer outcomes, and communicate consistently with stakeholders.

Communication Organizational Skills Problem-solving

20 jobs similar to Case Management Associate

Jobs ranked by similarity.

$40,426–$48,511/yr
Canada 4w PTO

  • Manage a caseload of in-progress insurance applications through underwriting, navigating tools like HubSpot and Front.
  • Coordinate medical exams, track requirements, handle inbound calls/emails, and process policy changes.
  • Collaborate with internal teams and contribute to process improvements to enhance customer experience.

PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.

$45,000–$50,000/yr
US

  • Serve as the first point of contact for prospective customers via phone, demystifying industry jargon and making life insurance easy to understand.
  • Use a consultative sales approach to guide customers through the application process while working closely with teammates to solve complex problems.
  • Continuously improve performance in a metrics-driven environment, with access to consistent coaching and learning opportunities.

Zinnia is the leading technology platform for accelerating life and annuities growth, simplifying the buying, selling, and administering of insurance products. With over $180 billion in assets under administration, they serve 100+ carrier clients and 2500 distributors, fostering a culture of collaboration and innovation.

US

  • Manage an assigned book of business and coordinate with internal and offshore support teams to deliver service standards.
  • Handle the full renewal lifecycle, including applications, quotes, and binders, while processing endorsements and certificates.
  • Build and maintain productive relationships with clients, carriers, and team members to ensure responsive service and account growth.

This company specializes in managing insurance client portfolios and delivering high-quality account services. They maintain a collaborative, service-focused culture with distributed support teams.

US

  • Speak with people who asked for information about financial protection.
  • Map client needs to available protection options and run a simple enrollment flow.
  • Build and service a client list using provided remote tools and flexible hours.

Global Elite Empire Consultants is a remote financial-services company that connects families with protection options through a guided enrollment process. The firm offers pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship for self-starters in a performance-driven culture.

US Unlimited PTO

  • Assist potential customers with navigating the online insurance shopping experience and obtaining quotes.
  • Answer and resolve basic administrative and billing questions from existing customers.
  • Use phone, chat, and email to communicate with customers and document interactions.

SimplyInsured is on a mission to eliminate fear in health insurance by helping small business owners purchase coverage. With over 20,000 customers and partnerships with major companies, they have a values-based culture focused on transparency and growth.

US

  • You'll spend your days on phone and Zoom calls with people who requested life insurance information, never cold calling.
  • You'll walk families through options, using access to 60+ carriers to help them choose coverage that fits their life and budget.
  • Our training starts with fundamentals and includes live calls with a mentor, assuming no prior insurance experience.

We are a life insurance agency providing coverage through over 60 carrier partners. We value coachability and consistency, offering a structured training program for new agents.

$55,000–$75,000/yr
US 3w PTO

  • Handle inbound calls and warm leads to consult with customers on insurance needs and convert sales leads into policyholders.
  • Represent the Liberty brand with integrity, using persuasive skills to match customers with the right products.
  • Work in a remote environment with paid training, licensing support, and all equipment provided.

Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. They have a large workforce and foster a supportive culture with comprehensive benefits and professional development.

$110,350–$181,285/yr
US

  • Act as a senior technical authority for large-case underwriting, adjudicating highly complex and high-value individual life cases.
  • Evaluate complex financial information and apply advanced reinsurance knowledge to support sophisticated risk assessments.
  • Mentor fellow underwriters and champion the integration of modern underwriting technologies.

Our partner is a US-based finance company specializing in life insurance underwriting. They foster a supportive and inclusive workplace culture focused on high ethical standards and employee well-being.

North America

  • Taking great care of our customers by catching issues they didn't know to ask about.
  • Answering inbound calls from customers shopping for insurance and handling policy changes.
  • Problem solving to remove barriers between customers and the right coverage.

Jerry is building an AI-powered platform to help people manage their car and home ownership, from insurance to repairs. The company has over 5 million customers, is profitable, and fosters a culture of high-energy, team-oriented, and fully remote work with a focus on mutual support.

Global

  • Manage a high-volume book of business, overseeing the full client lifecycle from contract signature to final resolution.
  • Act as the dedicated point of contact, handling continuous inbound and outbound communications with empathy and professionalism.
  • Own key case milestones including transportation, documentation, cremation scheduling, and ashes return, coordinating with internal teams.

Meadow is reimagining end-of-life care by combining modern software with compassionate service. The company has grown to become the largest cremation provider in Los Angeles, serving hundreds of families monthly, with a distributed global team that values high standards, empathy, and meaningful work.

$79,200–$110,900/yr
US 3w PTO

  • Conduct advanced risk assessment for group accounts across Life, Disability, and Worksite products.
  • Develop rates and prepare proposals, renewals, and financial documentation.
  • Mentor junior underwriters and contribute to special projects and client service.

Our partner company provides group insurance products across Life, Disability, and Worksite. They foster a collaborative, inclusive culture with a focus on employee recognition and professional development.

$150,000–$200,000/yr
US

  • Help people who requested life insurance information find the right policy over phone and Zoom.
  • Work exclusively with inbound or warm outbound leads, with zero cold calling.
  • Receive training from scratch and ongoing mentorship to build your skills.

This company connects clients with life insurance policies through a network of carriers. It offers a remote, commission-based work environment with training and mentorship for new agents.

US

  • Provide customer service and consultative support to clients remotely via Zoom and phone.
  • Identify client needs, explain insurance options, and guide them through enrollment.
  • Participate in training, coaching, and leadership development activities to advance your career.

The company provides customer success and insurance benefits solutions to clients. It operates remotely with a performance-driven culture focused on leadership development and team growth.

$19–$21/hr
US Canada

  • Guide engaged users through the insurance purchasing process, no cold-calling.
  • Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
  • Close the deal by assisting customers in finalizing their new policy, while providing unreasonable hospitality.

Jerry is building the first AI-powered advisor to manage all your physical assets, starting with car insurance and expanding to home, motorcycle, and RV. We are a profitable, remote-first company with 5M+ customers, backed by Y Combinator, and known for a competitive but kind culture.

Canada

  • Conduct telephone consultations to assess clients' financial protection needs and recommend suitable life insurance solutions.
  • Build trusted relationships through a consultative, service-oriented approach and manage the full sales cycle from quoting to application support.
  • Work remotely with autonomy, using digital tools and CRM to manage prospects, while benefiting from ongoing coaching and mentorship.

This company provides life insurance solutions to individuals and families across Canada. It operates fully remotely, supporting a performance-driven culture with autonomy and focus on client relationships.

$55,000–$75,000/yr
US 3w PTO

  • Handle inbound calls and warm leads to sell insurance products.
  • Convert prospects into policyholders through effective consultation.
  • Complete paid training and obtain Property & Casualty license.

Liberty Mutual is a Fortune 100 insurance company providing property and casualty coverage. They foster an inclusive culture with comprehensive benefits, professional development, and flexible work arrangements.

US

  • Develop and maintain relationships with prospective and existing clients to identify insurance needs.
  • Educate clients on insurance products, coverage options, and benefits through virtual consultations.
  • Generate business through networking, referrals, and outreach while maintaining compliance with regulations.

ASSIST Business Solutions turns challenges into structured, actionable systems that drive growth, clarify vision, and create purposeful pathways. They seek talented go-getters committed to excellence and uncompromising quality, serving organizations across diverse sectors.

$19–$21/hr
US Canada

  • Deliver standout customer experiences handling inbound calls for auto, home, motorcycle, and specialty insurance with high energy and genuine care.
  • Educate and advocate by uncovering savings or coverage gaps and translating complex policy details into clear choices.
  • Guide and bind tailored policy packages across 55+ carrier partners, finalizing coverage with ease.

Jerry built the first AI-powered app to manage car ownership, including insurance shopping, refinancing, safety, and repairs. Founded in 2019, they have grown to over 5 million customers and raised $240M+, achieving profitability in 2024 with a small, competitive team.

US 4w PTO

  • Serve as the primary liaison for carrier partners throughout product implementation, ongoing service, and capacity management.
  • Develop and maintain detailed product specifications, translating business and underwriting requirements into technical deliverables.
  • Own the product lifecycle, coordinate updates, and manage underwriting guidelines in collaboration with sales and underwriting teams.

Our partner is a technology-driven company in the property and casualty insurance ecosystem. They foster a collaborative, fast-paced culture focused on operational excellence and partner satisfaction.

US

  • Sell life insurance over phone and Zoom to pre-qualified leads.
  • Receive ongoing training and mentorship to master the sales process.
  • Enjoy uncapped commission with potential earnings of $50k-$300k+ in year one.

This is a remote insurance sales position offering uncapped commission. The company provides training and mentorship, and emphasizes a supportive culture for new agents.