Case Management Associate

Join our team and accelerate your career.

Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country’s top insurance experts. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We have raised $20M in seed funding, led by Thrive Capital with participation from 12 unicorn founders from Hippo, Plaid, Reddit, Flatiron Health, Newfront, At Bay, Vouch, Cedar, Lattice, and more.

What You'll Do:

• Enter new cases in the Agency Management System
• Monitor our New Business email inbox for incoming requests
• Review & Scrub applications to ensure they are in good order
• Submit and coordinate offers for informal applications
• Order and follow-up on medical exams and attending physician statements
• Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed
• Reconcile the AMS requirements with carrier portals
• Assist in aiding agents in the underwriting process and be on the front lines of agent communication
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with agents, underwriters, and the internal team
• Keep the AMS systems up to date

Who You Are:

• Strong written and verbal communication skills. You should be capable communicating clear instructions to advisors.
• Life insurance & case management experience is required
• Track record of successes in a fast-paced, customer service environment
• Excellent relationship building and the ability to influence a situation to achieve the best client outcome
• Ability to quickly learn and master our internal and carrier software programs
• Experience with an agency management system is preferred