Back Office Case Manager

Lion Street

Austin, TX

About Lion Street

Lion Street, an Integrity company, is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals.

Job Summary

Lion Street is adding to our Life Insurance Case Management group.  In this position, you will work with our elite affiliate firms and producers to provide case management services for life insurance brokerage activities.   This position is responsible for daily activities in case management and works with internal departments including Underwriting, Case Design, and Firm Builders. This position will be a part of Lion Street’s life insurance division, based in Austin, TX. 

Primary Responsibilities:

• Efficiently manage the submission of individual life insurance applications to life insurance companies

• Reconcile outstanding pending case requirements and requests for additional information with agents

• Advocate and negotiate with life insurance carriers on informal and formal offers

• Set proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc.

• Ability to review and identify abnormal answers or findings on Basic Underwriting/NB items: Exams, MVR, applications, questionnaires

• Communicate via email and phone to agents 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, agents and others as needed

• Have a sense of urgency without losing attention to detail, and the ability to multi-task

Primary Skills & Requirements:

• The ideal candidate must have three to five years experience working as a life insurance case manager, and handling cases. 

• 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.

• Experience working at a major life insurance carrier, life insurance brokerage operation or an independent life insurance practitioner. 

• 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

• Competitive compensation package (annual bonus eligibility)

• Medical, dental, vision and life insurance

• STD/LTD

• Paid Time Off

• Safe Harbor 401K Plan   

• Located in downtown, we offer a gym discount, provide commuter allowance, and a great view of Austin

• Company provides snacks, assorted beverages and a stand-up desk workstation

We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

www.lionstreet.com

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.