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Life Insurance Case Manager/Processor

AMG Insurance & Financial Companies, Inc. (The...
Watkinsville, GA Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/18/2025

AMG Insurance & Financial Company is hiring! If you are someone who loves to problem solve, is service-oriented and extremely organized, this job could be for you.

AMG serves independent agents across the Southeast who want the benefits of a strong support system yet desire freedom from the constraints of large corporate organizations. In addition to Life Insurance, we help producers with their Annuity, Disability, Long-Term Care, and Securities needs.

This position is responsible for processing new life insurance applications and following the application through the underwriting process until the case is placed in force, working closely with both independent insurance agents and carrier staff.

Case managers are expected to manage 90-150 applications at a time by sending out weekly case status emails on each case, communicating underwriting offers to agents in a timely manner, ordering medical records when necessary and ensuring that medical records are received as quickly as possible, educating agents on how to field underwrite their clients and how to properly complete the necessary applications and forms, and by ensuring that communication between the agent and the insurance company flows smoothly and quickly.

Requirements:
We are a paperless office, so proficiency with basic computer and Internet usage is a must. Prior experience in the life insurance industry is preferred. This position requires someone who can:

· Problem solve independently without direct managerial supervision

· Be courteous, professional and service-oriented

· Prioritize responsibilities, multi-task and meet deadlines

· Pay attention to detail and maintain a high level of efficiency & accuracy

· Be proactive and set your own goals

· Proficiency with Microsoft Office Suite

Ideal candidate - Insurance case management - underwriting - administrative assistance - insurance sales - account management - insurance policy processing

Job Type: Full-time

Pay: $38,000.00 - $42,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Administrative: 5 years (Required)

License/Certification:

  • Life Insurance License (Preferred)

Ability to Commute:

  • Watkinsville, GA 30677 (Required)

Work Location: In person

Salary : $38,000 - $42,000

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