Insurance Case Manager

Level Four Group
Dallas, TX
Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More
Come take your career path to the next level!

The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations.

Essential responsibilities and tasks of the Life Insurance Case Manager are:
  • This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
  • Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
  • This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
  • Review all incoming insurance applications to make sure they are properly/thoroughly completed
  • Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
  • Proactively take all necessary actions to move the application process forward with a sense of urgency
  • Negotiate for preferential rates with various insurance carriers, if applicable
  • Maintain and solidify relationships with the agents (clients) that submit business
  • Additional duties as required

Successful Life Insurance Case Manger candidates will have:

Required
  • Strong organizational skills as well as strong attention to detail in order to produce accurate results
  • Polished and professional communication skills: interpersonal, written, and oral
  • Strong computer skills that include a knowledge of Office Suite and internet navigation
  • Ability to work independently as well as within a team environment
  • The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
Preferred
  • Understanding of insurance products in general
Icing on the Cake
  • Working knowledge of Agency Integrator System

Powered by JazzHR

PIcd7ac9bfbeea-9304

Posted 2026-03-13

Recommended Jobs

Client Success Manager

Clinical Architecture
Meridian, TX

Client Success Manager, IDNs Clinical Architecture is at the forefront of healthcare IT innovation. Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve …

View Details
Posted 2026-03-12

Dock Supervisor

CEVALogistics
Dallas, TX

CEVA Logistics provides global supply chain solutions to connect people, products, and providers all around the world. Present in 170+ countries and with more than 110,000 employees spread over 1,500…

View Details
Posted 2026-02-06

Inpatient Rehab Registered Nurse PRN

St. David's Round Rock Medical Center
Round Rock, TX

: Do you have the career opportunities as a Inpatient Rehab Registered Nurse you want in your current role? We have an exciting opportunity for you to join St. David's Round Rock Medical Center, a f…

View Details
Posted 2026-03-03

Retail Associate

Kate Spade
Mercedes, TX

Kate Spade is seeking a Retail Associate in Mercedes, TX, to deliver exceptional customer service and contribute to the store's success. Responsibilities include assisting customers, maintaining store…

View Details
Posted 2026-02-20

Early Childhood - Food Service Coordinator/Cook

Small Steps Granbury
Granbury, TX

Summary The Food Service Coordinator completes food preparation and serves meals and snacks to center children and staff. The Food Service Coordinator is responsible for maintenance, cleanliness…

View Details
Posted 2026-03-03

Delivery Personnel

Furniture Row
Midland, TX

Are you searching for a career working in a positive environment with a growing company? We are offering the right individuals the opportunity to becoming part of our Delivery Personnel Team! B…

View Details
Posted 2026-02-04

ACCOUNT MANAGER / COLLECTION SPECIALIST

RNR Tire Express and Custom Wheels - Midland, TX
Midland, TX

Description Account Manager is responsible for contacting all customers who’s Rental Agreements have expired and working with them in whatever it is feasible to maintain the account. This position…

View Details
Posted 2025-11-22

Marketing Communications Specialist II

Civil Recruit
Austin, TX

Description: Intake notes: Strong writing proficiency required Exp w/ corporate writing Ability to adapt tone for multiple audiences Highly organized and detail oriented Qualification…

View Details
Posted 2026-03-12

Operations Research/ Sr Operations Research Scientist (Fort Worth, TX)

CEDENT
Fort Worth, TX

Minimum Qualifications – Education & Prior Job Experience · Master’s/PhD degree in a quantitative discipline (e.g., Operations Research, Engineering, Computer Science, Applied Mathematics, Statisti…

View Details
Posted 2025-08-19

Project Engineer II / MES Engineer

SGS Consulting
Texas

Job Responsibilities: Performs all work safely and meets the requisite training requirements Manufacturing Support Develop technical knowledge on manufacturing equipment and process automati…

View Details
Posted 2025-11-14