Case Manager

Lion Street is expanding lines of business to the Institutional Services space to continue to grow our life-centric network. With our continued growth, we are looking to add to our Life Insurance Case Management group.  In this position, you will work with our Institution Services group to provide case management services for financial institution clientele.  This position will be based in Austin, TX with remote opportunities for the right candidate.  

Job Description and Duties

This position is responsible for daily activities in case management. Works with internal departments including Underwriting, Case Design, and Sales Vice Presidents.    

• Efficiently and effectively manage the submission of individual life insurance applications to life insurance companies
• Reconcile outstanding pending case requirements and requests for additional information with Sales Vice Presidents
• Advocate and negotiate with life insurance carriers on informal and formal offers
• Successfully manage new business life insurance applications through the underwriting and delivery process
• Communicate via email and phone to Sales Vice Presidents, in conjunction with supporting their various case
• Utilize web-based document management system to organize, manage and transmit documents
• Utilize web-based agency management system for case activity management, tasks, memos, etc.
• Generate status reports for management, sales vice presidents, and others as needed
• Have a sense of urgency without losing attention to detail, and the ability to multi-task in a high paced environment

Desired Skills and Experience

Qualified candidates must meet minimum job qualifications. The ideal candidate must have three to five years’ experience working as a life insurance case manager.  Prefer experience with a multi-carrier environment and managing complex cases for independent advisors that work with high net worth individuals.  Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support.

Only qualified applicants should apply, with job experience working at a major life insurance carrier, life insurance brokerage operation or an independent life insurance practitioner.  Additional qualifications include:

• Strong communication and customer service skills
• Willing to take initiative, exhibit creative thinking and take ownership of cases
• Self-starter attitude and strong desire to provide excellent results
• Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management), etc.
• Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx
• Bachelor’s degree preferred
• Ability to excel in a dynamic, fast-moving start-up company environment

Benefits

Lion Street offers full benefits to full-time employees, which includes:

• Competitive compensation package (annual bonus eligibility)
• Medical, dental, vision and life insurance
• STD/LTD
• Paid Time Off
• Safe Harbor 401K Plan   
• Company provides snacks, assorted beverages and a stand-up desk workstation

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.