Senior Case Manager, Life Insurance

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country. 

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! 

SENIOR CASE MANAGER, LIFE INSURANCE

As a Senior Case Manager on our Life Insurance Team, you will be the primary point of contact for advisors transacting new life insurance business through the Signal Advisors platform. Delivering a seamless, efficient new business experience is at the core of what Signal Advisors provides to our advisors and their clients. You will work closely with advisor office staff, advisors, and insurance carrier partners to ensure the Signal new business process stands out as the best in the industry.

WHAT YOU’LL GET TO DO

• Primary owner for resolving any open issues related to submitted applications, from the point of application entry to successful coverage placement
• Review / input applications and supporting documentation provided by advisors or staff
• Confirm that applications have been submitted properly and are in good order prior to final submission to the carrier
• Communicate with carriers to monitor and expedite the application process
• Maintain application records and statuses in Signal Advisors internal systems
• Maintain a thorough understanding of the life insurance industry including product knowledge, industry trends, compliance issues, etc
• Develop relationships with key administrative and office support staff to facilitate proper business flow between various business units as well as third party administrators
• Continuously find ways to improve business processes and new business functions
• Understand the application process and be able to walk the advisor through form completion or questions

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

🗣  Intentional Communicator

Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.

💪  Executer

We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.

🔄  Accountable

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

🌱  Growth Mindset

You believe that there are always opportunities to improve and learn, especially in the face of mistakes, failure, or setbacks. You see potential everywhere, and actively take steps to learn and grow.

🤔  Problem Solver

Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.

MUST HAVES

5+ years of Life Insurance Case Management experience

WHAT WE VALUE @ SIGNAL

🌔  We’re obsessed wit