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Company Name:
Approximate Salary:
Per Year
Baton Rouge, Louisiana
United States
Position type:
Full Time
Experience level:
4-6 Years
Education level:
See ad for details

Life Insurance Case Manager / Field Underwriter

Pride Life Insurance, LLC is an independent life insurance brokerage firm that works with a wide range of clients on a national basis.  Pride Life Insurance, LLC is unique in that it focuses on the LGBTQ community and offers Insurance Concierge services to its clients.

Position Summary:
The Life Insurance Case Manager / Field Underwriter is responsible for the coordination of all aspects of the underwriting, case management, and implementation process for new business. This includes developing and managing the underwriting process to providing efficient, proactive service to clients, understanding life insurance products and companies, and the implementation process. The Underwriter will also be expected to engage in frequent communication with our Insurance Concierges, life insurance companies, and internal resources to manage expectations appropriately and provide first class client service throughout the process.

Essential Functions:

  • Must have a complete understanding of how to process New Business applications for Life Insurance
  • Communicate on a daily basis with our Insurance Concierges and multiple Insurance Companies in order to expedite the underwriting process
  • Communicate professionally, concisely, and effectively with internal and external clients on all issues pertaining to any New Business
  • General underwriting case management
  • Ensure that regular written status updates are sent to clients and advisors either directly or through the producer
  • Conduct 15-30 minute telephone interviews with clients or advisors to collect their personal, medical and avocation history
  • Schedule insurance medical exams, send reminders and follow up to ensure successful completion
  • Coordinate ordering of APS records and review records upon receipt
  • Write detailed cover letters to insurance companies to present the case in a favorable light
  • Negotiate with carrier underwriters for best possible risk classification
  • Understand how final offers will impact the case design and work cooperatively with design analysts to update the design appropriately
  • Complete and review life insurance application paperwork
  • Schedule client third party telephone interviews
  • Work with client’s advisors to obtain trust and/or LLC information and financial justification letters
  • Follow up on case status with insurance company
  • Review policy upon receipt, have errors corrected, and prepare policy for delivery
  • Ensure trust or LLC accounts are established where applicable and coordinate funding with client and advisors
  • Coordinate signatures on delivery requirements and submit to insurance company to place coverage in-force
  • Consistently and effectively update case information in the firm database
  • Breakdown underwriting files and inform Client Administration team of future administrative obligations for the portfolio


  • 4-5 years of Life Insurance Case Management experience at a brokerage or insurance company
  • Knowledge of new business processes, forms, carrier underwriting requirements and case management in a brokerage environment
  • Ability to anticipate potential issues and communicate quickly and effectively to resolve those issues
  • Strong knowledge of life insurance terminology (preferred)
  • Life and Health licensing preferred
  • Strong understanding of risk classifications
  • General medical knowledge (ability to read Attending Physician Statements)
  • Strong interpersonal and communication skills – written and verbal
  • Strong marketing and negotiating skills
  • Strong problem-solving skills, highly detail oriented
  • Proficient in Word and Excel
  • Ability to work in a fast paced environment along a steep learning curve
  • Ability to adapt to changing processes and evolution
  • Ability to organize, prioritize and manage multiple tasks and requests
  • Ability to work under pressure and meet deadlines, Exercises good judgment

Working Conditions/Demands/Complexity:

  • Success requires a strong fundamental skill set in the above areas on day one. This position provides a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment.


  • $43,000 Annual Compensation
  • Twelve Days Paid Time Off, Ten Paid Holidays
  • Bonus Twice a Year
  • $3,000 Health Insurance Allowance


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