Case Manager Team Lead

Full-time | This is a Remote Opportunity

Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-free through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect what matters most to them.

At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities.

As a Case Manager Team Lead, you will be responsible for providing our case managers with individualized guidance, support and mentorship with the aim of improving their sales performance and achieving their goals. The Case Manager Team Lead will report directly to the Sales Director. We are looking for individuals who are detail-oriented, fast learners, diligent and are willing to go the extra mile to help advisors and clients get the job done. We will provide training, support, and tools for you to be successful. This role is fully remote and is positioned to have plenty of future leadership and career advancement opportunities.

Job Responsibilities

• Assess the Case Manager’s performance by analyzing sales metrics, activity levels, and client interactions. Identify strengths, weaknesses, and areas for improvement.

• Manage cases from submitted application to policy delivery/payment.

• Communicate with external case managers on case status and resolve open issues.

• Report Case Management team performance to Sales Director, and provide a steady flow of feedback on each member of case management team

• Collect required underwriting records and questionnaires from customers.

• Enter and ensure accuracy of application data.

• Collaborate with sales managers, training departments, and other stakeholders to align coaching initiatives with organizational goals and strategies. Communicate regularly and provide progress updates, support, and guidance.

• Identify areas where Case Managers may need improvement in their task completion techniques, communication skills, or organization strategies. Provide targeted coaching to enhance these skills and help Case Managers become more effective in their key responsibilities

• Participate in recurring Sales Leadership calls to identify areas of opportunity, develop thoughtful action plans to effect the greatest lift to organizational production

Qualifications

• 2 years of Case Management experience in related field, preferably inside sales experience

• 2 years of Customer Service/Support experience

• 2 years of Leadership experience

• Incredibly detail oriented and exceptional organization skills

• Excellent written and oral communication

• Team player, proven track record working collaboratively in team settings and cross-functionally

• Possess basic personal finance and insurance knowledge and have a desire to enhance your knowledge and skills in life insurance

• Life Insurance license is a plus, not required

About Us

Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.

Emerging from the manual and agent-driven traditional industry, Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.

Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.

Job Type: Full-time

Salary: From $24.00 - $27.00 per hour

Benefits:

• 401(k)

• Dental insurance

• Flexible spending account

• Health insurance

• Life insurance

• Paid time off

• Parental leave

• Professional development assistance

• Vision insurance

Schedule:

• 8 hour shift

• Day shift

• Monday to Friday

Experience:

• Case management: 2 year (Required)

• Insurance: 2 year (Required)

• Life Insurance: 2 year (Preferred)

Work Location: Remote

Salary : $24 - $27