Source Job

$55,000–$65,000/yr
US

  • Enter new cases in the Agency Management System and monitor the New Business email inbox.
  • Review applications, submit offers, order medical exams, and track case progress.
  • Maintain relationships with agents and underwriters, and seek ways to improve processes.

Communication Life Insurance Case Management Customer Service

20 jobs similar to Case Management Associate

Jobs ranked by similarity.

$50,000–$55,000/yr
US

  • Manage service tasks, process renewals, and respond to policy-related inquiries.
  • Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
  • Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

US 3w PTO

  • Assists customers by building rapport and efficiently handling inbound calls.
  • Delivers expertise by assessing customer and agent needs to drive satisfaction.
  • Provides guidance and recommendations to help customers protect what matters most.

Liberty Mutual is a Fortune 100 Company. They deliver exceptional customer experiences through integrity, expertise, care, and simplicity and prioritize personal and professional growth.

Assist clients by providing product and service information and resolving complaints. Assess risks for automobile and property policies, applying proper underwriting standards. Attract potential clients by answering questions and providing information regarding products and services.

At the OTIP Group of Companies (OGC), they believe that something special happens when employees feel valued for the work they do.

$29,608–$51,814/yr
Canada

  • Act as the first point of contact to customers who are reporting an insurance claim.
  • Gather and record all relevant information regarding the insurance claim and enter data into system.
  • Provide ad-hoc administrative support to the claims department.

As Canada’s most cutting-edge home insurance carrier, Max Insurance is entering a period of exciting growth.

US Unlimited PTO

  • Support the onboarding process of new groups from application through to successful enrollment.
  • Work with customers on their annual benefits renewal process and any coverage or carrier changes.
  • Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.

SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.

Join a team that uses technology, automation, and marketing funnels to keep your pipeline full - no cold calling required. Perks include working from home, qualified leads, and a cutting-edge CRM and training platform. Grow your career with an agency built for the future.

Join a team that uses technology, automation, and marketing funnels to keep your pipeline full - no cold calling required.

US

  • Responsible for creating a positive 1st impression of SelectQuote and answering inbound calls.
  • Execute transfer of potential customers to a licensed insurance agent and educate consumers on SelectQuote's value proposition.
  • Meet and exceed specified monthly goals for transfer rates and other key performance indicators.

SelectQuote helps customers protect what they value most by offering various insurance options. They have over 2 million families trusting them with their insurance needs and provide unmatched career growth opportunities.

US

  • Manage an assigned book of business, ensuring account retention and supporting new business.
  • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing insurance and risk management solutions.

US

Converse virtually with clients, weaving financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge.

For the first time in our company's 70+ year history, we are offering qualified candidates the chance to enter financial services on a part-time basis while working fully remotely.

Seeking licensed life insurance agents for a remote position. No cold calling required; marketing is handled for you. Strong income opportunities with immediate payouts.

Garcia Agency offers a 100% remote environment for licensed life insurance agents with predictable leads and strong commissions.

$45,000–$65,000/yr
US 3w PTO 14w maternity 8w paternity

Connect with customers via calling, email, and text, while understanding their insurance needs and presenting suitable solutions. Communicate the unique features and benefits of various insurance carrier’s products, addressing any inquiries or concerns. Work leads provided by the company to maximize your sales potential and conversion rate.

Kin is redesigning insurance to be smarter, faster, and centered on the customer.

US Canada

  • Serve as a critical operations expert, ensuring every case is handled with exceptional accuracy, urgency, and care.
  • Play a pivotal role in driving pre-litigation personal injury cases through their critical early stages, including initiating claims and managing medical records.
  • Collaborate with lead paralegals to prepare complete, accurate case files for demand, communicate with clients daily, and spot operational inefficiencies.

EvenUp empowers personal injury lawyers and victims to get the justice they deserve using technology and AI; they are backed by top VCs and are one of the fastest-growing

US

  • Handle inbound participant and TPA calls, emails, and voicemails.
  • Resolve client issues, concerns, and inquiries regarding benefit programs.
  • Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

US

  • Markets products/services through the independent agency system.
  • Manages communication and relationships with agents and underwriting.
  • Works new business and renewal work comp accounts, serving as the front-line underwriter.

Great American Insurance Group's member companies are subsidiaries of American Financial Group. They combine a "small company" culture where ideas are heard with "big company" expertise.

US

  • Market products and services through the independent agency system in designated geographical areas.
  • Achieve high levels of renewal retention and target growth of new business.
  • Manage communication and relationships with agents, the underwriting department, and account executives.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Answer incoming inquiries from patients, answer questions, and schedule appointments
  • Make outbound phone calls to patients, pharmacies, and insurance companies
  • Create and triage tickets in ServiceNow

Talkiatry transforms psychiatry with accessible, human, and responsible care. They’re a national mental health practice co-founded by a patient and a triple-board-certified psychiatrist to solve the problems both groups face in accessing and providing the highest quality treatment.

$40,000–$100,000/yr
US 3w PTO

Handle inbound calls and warm leads, consulting with customers on their insurance needs to convert sales leads into policyholders. Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs. Work at the office or from home, adapting well to different environments and schedules.

At Liberty Mutual, their goal is to create a workplace where everyone feels valued, supported, and can thrive, building an environment that welcomes perspectives.

LATAM

  • Answer and manage a high volume of inbound calls from customers.
  • Assist clients with common insurance related requests, including payments, vehicle changes, policy updates, address verification, and basic coverage questions.
  • Process daily transactions and payments received from customers.

Inside Out Insurance is a fast-growing, full-service insurance brokerage based in Texas, serving a diverse customer base across auto, home, business, commercial, life, and health insurance lines. The company values reliability, professionalism, and excellent communication, especially because customer interactions require clear bilingual support in both English and Spanish.

Canada

  • Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
  • Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
  • Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

US

  • Wholesaling with Edward Jones Financial Advisors and their clients.
  • Provide client solutions and sales support to Edward Jones branch offices.
  • Develop and maintain a positive working relationship with the Financial Advisors, Regional Leadership and Branch office Administrators.

We help protect our customers against life’s uncertainties and provide peace of mind when our customers need it most.