Life Insurance Case Management Specialist

March 24

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $48.6k - $90.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

🦅 H1B Visa Sponsor

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Northwestern Mutual

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Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.com

5001 - 10000 employees

Founded 1869

💸 Finance

📋 Description

• At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. • You will play a key role in positively transforming the underwriting experience for our clients, the field, and our underwriters. • The case manager serves as the Home Office point of contact to the field. • They are responsible for efficiently driving insurance applications through the underwriting process by providing proactive, personalized communication and follow-up, and expert guidance to the field, our vendors, and our underwriters. • The case manager procures underwriting requirements, sets expectations, problem solves, and expedites the receipt of requirements needed for the Underwriters to effectively assess risk. • They serve the Financial Advisors and Underwriters by preparing and guiding the case for policy review and approval, helping to ensure the financial security of our clients.

🎯 Requirements

• A bachelor’s degree preferred or equivalent combination of education and experience. • Progress toward LOMA’s FLMI and/or ALU 101 is a plus. • Analytical skills with the ability to make independent decisions and apply sound judgement in the application of rules. • Excellent written and verbal communication skills with the ability to communicate clearly, handle confidential information, exercise tact, diplomacy, and resourcefulness. • Demonstrate excellent organizational skills with attention to detail • Ability to work effectively in fast-paced environment and use own initiative to effectively multi-task and prioritize. • Proficient in technology and computer skills and using various software packages. • Adaptable, agile, and able to deal with ongoing change management – takes initiative to ask questions and learn quickly. • Understanding and knowledge of insurance case management processes, terminology, and technology to support and enhance day to day operations.