Senior Case Manager, Life Insurance
Signal Advisors
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Senior Case Manager, Life Insurance" Drive Capital.Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!
SENIOR CASE MANAGER, LIFE INSURANCE
As a Senior Case Manager on our Life Insurance Team, you will be the primary point of contact for advisors transacting new life insurance business through the Signal Advisors platform. Delivering a seamless, efficient new business experience is at the core of what Signal Advisors provides to our advisors and their clients. You will work closely with advisor office staff, advisors, and insurance carrier partners to ensure the Signal new business process stands out as the best in the industry.
WHAT YOU’LL GET TO DO
- Primary owner for resolving any open issues related to submitted applications, from the point of application entry to successful coverage placement
- Review / input applications and supporting documentation provided by advisors or staff
- Confirm that applications have been submitted properly and are in good order prior to final submission to the carrier
- Communicate with carriers to monitor and expedite the application process
- Maintain application records and statuses in Signal Advisors internal systems
- Maintain a thorough understanding of the life insurance industry including product knowledge, industry trends, compliance issues, etc
- Develop relationships with key administrative and office support staff to facilitate proper business flow between various business units as well as third party administrators
- Continuously find ways to improve business processes and new business functions
- Understand the application process and be able to walk the advisor through form completion or questions
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
🗣 Intentional Communicator
Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.
💪 Executer
We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.
🔄 Accountable
Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.
🌱 Growth Mindset
You believe that there are always opportunities to improve and learn, especially in the face of mistakes, failure, or setbacks. You see potential everywhere, and actively take steps to learn and grow.
🤔 Problem Solver
Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.
MUST HAVES
5+ years of Life Insurance Case Management experience
WHAT WE VALUE @ SIGNAL
🌔 We’re obsessed with finding a better way. Never settle for less.
🪄 We amaze every client, every time. A great company is built one client at a time.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
🤝 We are the “they”. Using the word "they" leads to blame-shifting and a lack of empathy. WE are empowered to fix things, to be proactive, to find a solution.
SIGNAL HUBS
Signal Advisors is a remote company with team members all across the country. Over the years, we’ve realized the benefits and limitations of being fully remote. In order to foster culture and innovation that best serves our customers, a portion of our team is hybrid depending on their location. For this role, we require team members to be physically located in Metro Detroit or near one of our “Signal Hubs” across the US.
- Locations:
- Signal HQ- Detroit, MI
- Lawrence, Kansas
- Tuscon, Arizona
- Minneapolis, Minnesota
- Des Moines, Iowa
- Atlanta, Georgia
We offer a competitive relocation package for those interested in moving to Detroit, Signal HQ!
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401(k) company contribution with no vesting period
- Parental leave
- Learning & Development stipend
- Wellness programs
- Unlimited vacation
- 10 company-wide holidays
- $500 for your home office setup
- Remote-first company
- Annual all-company retreat
- Competitive equity package based on on role and level
Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Senior Case Manager, Life Insurance" Drive Capital.