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Full-time
Casual Work Environment, Generous Paid Time Off, Flexible Work Schedule, Health Benefits
Posted 56d ago
Apply by Sep 9
~40 hrs/week
Responsibilities
The Life Insurance Case Manager oversees the new business process by coordinating between agents, carriers, and internal resources to ensure policies are issued. They are responsible for reviewing applications for accuracy and proactively managing the timeline to drive company revenue.
Requirements
Candidates must possess strong organizational skills, professional communication abilities, and proficiency in the Microsoft Office Suite. A general understanding of insurance products and experience with the Agency Integrator System is preferred.
Full job description
Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…
Come take your career path to the next level!
The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations.
Essential responsibilities and tasks of the Life Insurance Case Manager are:
This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
Review all incoming insurance applications to make sure they are properly/thoroughly completed
Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
Proactively take all necessary actions to move the application process forward with a sense of urgency
Negotiate for preferential rates with various insurance carriers, if applicable
Maintain and solidify relationships with the agents (clients) that submit business
Additional duties as required
Successful Life Insurance Case Manger candidates will have:
Required
Strong organizational skills as well as strong attention to detail in order to produce accurate results
Polished and professional communication skills: interpersonal, written, and oral
Strong computer skills that include a knowledge of Office Suite and internet navigation
Ability to work independently as well as within a team environment
The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you can achieve the life you dream.
Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here.
Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. E-mail sent through the internet is not secure or confidential. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.
Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”)
Offices: 12400 Coit Rd, Suite 700, Dallas, TX 75251, US
How many Customer Service & Support jobs are open in Dallas, TX right now?
There are currently 4,580 open customer service & support positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Dallas, TX?
Companies currently hiring include Domino's, CVS Health, Starbucks, Lowe's Companies, Inc., AutoZone, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Dallas, TX?
Yes — 510 of the 4580 open customer service & support positions offer remote or hybrid work (247 remote, 263 hybrid).
How do I apply for Customer Service & Support jobs in Dallas, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.