Our client is looking to hire ASAP !!
About the Role:
New Gig Solutions is partnering with a dynamic and reputable financial services firm in Monrovia, CA to find an experienced Case Manager – Life Insurance . This is a 100% onsite position, ideal for someone who thrives in a fast-paced, team-oriented office environment and has a passion for delivering exceptional service to clients and advisors.
As a Case Manager, you will be the engine behind the life insurance process—coordinating between advisors, clients, carriers, and underwriters to ensure policies are efficiently submitted, tracked, and issued. Your organizational skills and insurance expertise will play a key role in supporting the firm’s commitment to excellence.
Key Responsibilities:
Manage the full life insurance application process from initial submission through policy issue
Serve as the main point of contact for advisors, clients, and insurance carriers
Prepare and submit applications via electronic platforms (e.g., iPipeline, carrier-specific systems)
Track underwriting requirements, order medical exams and APS reports, and follow up as needed
Communicate case updates and resolve any issues quickly and professionally
Ensure all documentation is accurate and compliant with industry and carrier standards
Stay informed on changes in underwriting guidelines, product updates, and carrier processes
Support internal process improvement initiatives to increase efficiency and client satisfaction
Qualifications:
2–3+ years of life insurance case management or underwriting support experience
Solid understanding of life insurance products and the application/underwriting process
Proficiency with insurance software platforms (e.g., iPipeline, WinFlex) and CRM systems
Excellent communication, organizational, and problem-solving skills
Able to prioritize multiple tasks in a deadline-driven environment
Professional, dependable, and customer-focused
Bachelor’s degree preferred; industry certifications a plus (e.g., LOMA, ALU)
What’s in It for You:
Competitive salary and benefits package
Opportunity to work with a successful and well-established financial services team
Collaborative, professional work culture
Convenient Monrovia location – 100% onsite
Long-term opportunity with growth potential
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