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Life Insurance Case Manager

Date Posted: Jun 23, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Dallas, Texas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026

Job Description

Overview

The Life Insurance Case Manager at Level Four Group is responsible for managing the new business process of insurance applications while coordinating with insurance agents, carriers, and internal resources. This role plays a crucial part in ensuring that applications are processed efficiently and accurately, directly impacting the company's revenue.

Key responsibilities

  • Maintain primary ownership of insurance cases during the new business process
  • Review incoming insurance applications for completeness
  • Communicate application status to agents, carriers, and management
  • Proactively move the application process forward with urgency
  • Negotiate preferential rates with insurance carriers
  • Maintain relationships with submitting agents
  • Perform additional duties as required

Required skills

  • Strong organizational skills
  • Attention to detail
  • Polished communication skills (interpersonal, written, and oral)
  • Strong computer skills (including Office Suite and internet navigation)
  • Ability to work independently and in a team
  • Understanding of insurance products (preferred)
  • Working knowledge of Agency Integrator System (preferred)

What the company offers

  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits

Skills Required

Company Overview

Dallas, Texas, United States of America

Level Four Group is one of the fastest growing wealth management firms in the United States with a commitment to embracing change and innovation in the financial services market. The company values a casual work environment and offers flexible workin... Read More

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