Insurance Underwriting Case Manager (Life & Annuities)

Insurance Underwriting Case Manager (Life and Annuities - Advisor Support) Own the details. Run the cases. Be the reason advisors trust us. Life insurance case manager role supporting financial advisors through underwriting, new business, and policy service. Manage 60+ cases across multiple carriers, track requirements, and drive cases from application to placement. Advisors Resource Company (ARC) is a boutique life insurance and annuity BGA supporting advisors with fresh insurance strategies for their clients. We offer high-touch client service and with relentless follow through. We are hiring an Insurance Underwriting Case Manager to take full ownership of a high value case pipeline. This is not an entry level admin role. It is for someone who knows how to keep complex work moving and does not need to be chased. If you are the person clients never have to follow up with, you will do well here. What You Will Own Serve as the primary service contact for assigned financial advisors and their teams Manage life insurance and annuity cases from application through underwriting , approval, delivery, and funding Review applications and paperwork for accuracy before submission Track all case activity in SmartOffice and keep records current Proactively follow up weekly on underwriting and service requirements via phone call and email Communicate clearly with carriers, advisors, and internal team members on status and next steps Identify stalled or delayed cases early and take action Coordinate advisor contracting, licensing, appointments, and carrier onboarding Handle in force policy service requests such as beneficiary changes, ownership updates, exchanges, and withdrawals Maintain accurate documentation on all advisor, carrier, and case activity Partner with underwriting and leadership when strategy shifts are needed Help improve internal processes and workflows as the firm grows Pace of the Role 60+ active cases across multiple carriers at any given time Daily follow up and status management required Work moves through multiple systems and must stay organized You are expected to notice delays and act independently This Role Is a Good Fit If You Are highly organized and follow through without being asked Can manage a full pipeline without letting details slip Communicate clearly and professionally by phone and email Catch small issues before they become big problems Balance relationship building with strong execution Work well independently and prioritize your day Take confidentiality, accuracy, and documentation seriously Prefer being proactive instead of reactive Strongly Preferred Experience Direct experience with life insurance or annuity case management BGA, IMO, or carrier side underwriting or service experience Familiarity with SmartOffice, iPipeline, SureLC, DocuSign, or carrier portals Experience supporting financial advisors or insurance producers If you learn fast and take ownership, we will train the rest. What Success Looks Like Advisors feel informed, supported, and confident Cases move consistently and do not stall unnoticed Service requests are handled accurately and on time Licensing and contracting items are followed through to completion You are known as reliable, responsive, and easy to work with Advisors Resource Company is built on trust, responsiveness, and execution, not volume for volume's sake. This role matters. The Case Manager is a core part of the advisor experience and a key reason advisors choose to work with us long term . Equal Opportunity Advisors Resource Company is an equal opportunity employer. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Type:

Full-time Pay:

$60,000.00 - $80,000.00 per year

Benefits:

401(k) Health insurance Paid time off

Work Location:

In person