Admin Assitant/Case Manager

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Life Insurance Application Processing

Assist with Submitting life insurance applications to partnered carriers

Follow up with insurance carriers via phone and email to ensure timely processing

Communicate with case managers across multiple carriers to clarify and submit requirements

Keep detailed records of case statuses and documentation

Agent & Client Support
Respond to agent inquiries via phone and email

Follow up on documents and requirements to ensure smooth processing

Maintain an accurate and up-to-date client record spreadsheet

Enter client policies into our database system for tracking

Send commission forms to agents through Adobe and follow up for completion

Send e-signature documents via DocuSign and submit them to carrier