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Case Manager

Company: Advisors Excel
Location: Topeka
Posted on: November 13, 2023

Job Description:


Case Manager


2950 SW McClure Rd

Topeka, KS

Job Id:


# of Openings:


Job Posting Title: Case Manager

Department: Life - Operations

Location: Topeka, KS


As a Case Manager, you'll play a critical role throughout the duration of a life insurance application prior to a policy getting issued. Lots of moving pieces go into the approval of a policy, and our Case Managers are seeing that process through. From managing and analyzing medical files, gathering necessary information of deal negotiations, and being a liaison between underwriters and the Advisor, Case Managers have a lot to organize in a timely manner.

What you'll do:

  • Manage, facilitate, and delegate life insurance application workflow
  • Interpret medical files and explain during the negotiation process
  • Thorough communication between the insurance carriers, Advisors Excel, and our advisors office to push the policy through

    Experience you'll bring:

    • Experience in the insurance services industry
    • Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
    • Outstanding communication skills, ability to build rapport over the phone with a variety of personality types
    • Ability to work independently, but also as a collaborative team member
    • PC proficiency, ability to work on several platforms at once

      Bonus Points:

      • Previous case management or life underwriting experience

        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 cafe, gym and even an on-site primary care
        • Continuous personal and professional development opportunities
        • Recognition for hard work & exemplary performance

          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.

          Apply for this Position

Keywords: Advisors Excel, Topeka , Case Manager, Executive , Topeka, Kansas

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