Operations & Case Management Specialist (Fully Remote)

A regional boutique firm specializing in property & casualty, life insurance, and estate planning for affluent families and business owners is seeking an Operations & Case Management Specialist to support continued growth. This position plays a critical role in managing the end-to-end life insurance application process, ensuring operational efficiency, and delivering a seamless client and advisor experience.

 

Key Responsibilities

• Oversee the complete life insurance application process from contracting/licensing through policy delivery.
• Communicate directly with clients, advisors, and business partners to ensure timely updates and coordination.
• Order and track underwriting requirements including paramedical exams, labs, and attending physician statements.
• Maintain proactive communication and regular progress updates for all stakeholders.
• Manage agency workflows, systems, and compliance documentation.
• Maintain accurate and organized records within the firm’s CRM and digital filing systems.
• Prepare, edit, and manage fillable PDF forms, applications, and other client documentation.
• Utilize electronic signature platforms such as DocuSign for document execution and client onboarding.

 

Qualifications & Skills

• Minimum of 3 years of experience in life insurance operations, case management, or related financial services.
• Familiarity with life insurance products, underwriting processes, and carrier procedures.
• Proficiency in Microsoft Office and Adobe Acrobat (including fillable/editable PDFs).
• Experience with CRM platforms such as SmartOffice, Salesforce, or AgencyBloc preferred.
• Exceptional attention to detail and accuracy in data management.
• Strong organizational, written, and verbal communication skills.

 

Compensation

• Salary commensurate with experience, ideally ranging from $60,000 to $70,000 annually, plus discretionary bonus potential.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

 

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