Underwriting Case Coordinator/Case Manager
Listed on 2026-01-30
-
Insurance
-
Finance & Banking
Elevate Financial Partners is a multi-entity financial services firm with a Brokerage General Agency, Registered Investment Advisory, Hedge Fund, Consulting Division, and a Tax Planning Department built on service, speed, and a commitment to doing things the right way. We are looking to hire an Underwriting Case Coordinator to support our Brokerage General Agency and enhance financial advisors and life insurance agents with the tools, expertise, and operational strength they need to grow.
As we continue to expand, we’re looking for a detail‑driven, people‑focused Underwriting Case Coordinator who thrives in a fast‑moving environment and takes pride in delivering a smooth, professional experience for advisors and their clients.
- Managing life, final expense, disability, and long‑term care underwriting from start to finish
- Reviewing applications for accuracy and completeness
- Contacting clients to gather missing information or clarify details
- Coordinating paramedical exams and related requirements
- Ordering, tracking, and processing medical records
- Communicating with advisors, agents, and carrier underwriting teams
- Organizing, scanning, and transmitting documents to carriers
- Advocating for the best possible underwriting outcomes
- Preparing and sending documents and policies for electronic signature
- Minimum of 3 years of experience in life insurance case management or underwriting support
- Life and Health license preferred but not required
- Strong organizational skills with the ability to manage multiple cases and deadlines
- Excellent written and verbal communication skills
- High level of professionalism when interacting with advisors, clients, and carrier partners
- Proficiency with email, Microsoft Word, and general office software
- Comfort working in digital workflows, online portals, and carrier platforms
- Ability to learn new systems quickly and adapt to process changes
We believe people do their best work when they feel supported, valued, and trusted. Elevate offers:
- Competitive compensation $50,000-$60,000 based on experience
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).