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Advanced Markets, Case Management

  • Full Time
  • Anywhere

Equitable

We are seeking an Advanced Markets, Case Manager to deliver a proactive, white-glove experience for High-Net-Worth advisors and clients, managing complex, high-value life insurance cases from application to placement.

Requirements

  • 3-5+ years of experience in life insurance new business, underwriting support, or case management
  • Strong understanding of life insurance products, underwriting processes, and financial documentation requirements
  • Ability to manage multiple complex cases simultaneously while maintaining accuracy and service quality
  • High level of discretion, professionalism, and client-service orientation
  • Proficiency with new business processing systems, workflow tools, and CRM platforms

Benefits

  • Incentive pay
  • Annual salary reviews
  • Employer-paid benefits and pension matching
  • Competitive vacation
  • One paid volunteer day each year
  • Healthy work-life balance
  • Dress for your day approach

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

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