Life Case Manager
Position: Life Case Manager
Department: Life Operations
Reporting to: Life Case Operations Manager
Location: Topeka, KS - Onsite
Overview:
As a Case Manager on our Life Operations team, you’ll play a key role in supporting financial advisors throughout the life insurance process. Serving as the primary point of contact for a dedicated group of advisors, you’ll help guide applications through underwriting, coordinate with insurance carriers, and ensure cases move efficiently from submission to policy placement.
This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering exceptional service. You’ll collaborate with internal teams, build strong advisor relationships, and help create positive outcomes for both advisors and their clients.
What you’ll do:
- Manage the life insurance application workflow from submission through policy placement
- Build strong relationships with advisors and serve as their trusted point of contact
- Process incoming applications and ensure all required documentation is complete
- Communicate with insurance carriers to obtain updates, negotiate underwriting decisions, and resolve issues
- Coordinate and communicate case statuses and final offers to agents
- Review issued policies for accuracy
- Partner closely with Life VP teams and internal underwriting resources
- Support training efforts for new team members within the department
Experience you’ll bring:
- 2–3 years of experience in the insurance or financial services industry
- 1–2 years of case management and/or life underwriting experience
- Strong written and verbal communication skills
- Ability to manage a high-volume caseload while maintaining attention to detail
- Strong problem-solving and relationship-building abilities
- Experience working with CRM systems and Microsoft Office products
- Ability to work both independently and collaboratively within a team environment
Bonus Points:
- Understanding of medical terminology and medical records
- Experience using Agency Integrator
- Bachelor’s degree
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.