Case Management Lead - Life Insurance

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Summary

We're looking for an experienced insurance case manager to lead our case management team. This player-coach role requires a hands on approach and ability to introduce and implement new processes and tools - in order to help the company meet its day to day goals as well as to scale its operations. 

*Currently a remote position*

Duties & Responsibilities

  • Lead the case management team while making sure we meet the company’s goals - on both team and individual level

  • Provide daily coaching, supervision and balancing of workload among team members

  • Manage your own caseload, handle client escalations and vendor issues

  • Regularly report on team performance focusing on insights and initiatives to improve performance

  • Introduce and implement new and improved processes and tools

  • Collaborate and support sales, customer service and customer success efforts to ensure a superior and seamless customer experience

Requirements

  • A bachelor’s degree

  • At least 3 years of relevant work experience; previous management or player-coach experience required

  • Demonstrated subject matter expertise and workflow mastery in case management

  • Must feel comfortable working in a technological environment and be able to quickly learn and help implement new tools

  • Capacity to prioritize workload and work in fast-paced environment

  • High sense of urgency and problem-solving state of mind

  • Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers

  • A teamwork mindset – take ownership of your work AND your team's success, and take initiative

  • Honesty and integrity

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Location

New York, NY 10014

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