Life Insurance Case Manager/ Personal Assistant

2 weeks ago

Lahore, Punjab, Pakistan Northeast Planning Group Inc. & Northeast Producers Group Inc Full time $200,000 per year

Salary 200,000 Pk. Rupees. At full appointment after training and selection.

Job Description: Life Insurance Case Manager/ personal assistant in the USA

Company Description

Northeast Planning Group Inc. Northeast Producers Group are premiere wealth management organizations aiming to be among the largest in the country with a focus on individual and business financial planning. They offer a comprehensive portfolio of financial products and services, including life insurance, disability income insurance, annuities, pension and estate planning, and investments. The NPG team values character, integrity, respect, and ethical behavior, providing valuable financial services to customers.

Position Overview:

Personal Assistant role is very limited.

Case Manager Overview:

The Life Insurance Case Manager is responsible for overseeing the new business process from application submission through policy issue. This role serves as the primary liaison between, financial advisors/agents, insurance carriers, and internal staff to ensure timely and accurate handling of life insurance applications. The Case Manager plays a critical role in delivering an exceptional advisor experience by providing proactive communication, efficient case management, and problem resolution.

Key Responsibilities

Monitoring eApply.

Track all pending cases, maintaining up-to-date records in the agency management system or CRM.

Communicate regularly with insurance carriers to monitor case status and resolve outstanding requirements.

Coordinate with, advisors and underwriters to obtain necessary documents (medical records, financials, identification, etc.).

Provide proactive updates to advisors on case progress and anticipated timelines.

Escalate and troubleshoot issues with underwriters or carriers to avoid delays in policy issuance.

Ensure compliance with regulatory and company guidelines throughout the process.

Assist with policy delivery requirements and verify all documents are executed properly.

Maintain strong relationships with carriers, vendors, advisors, and internal team members.

Support operational efficiency by identifying opportunities for process improvement.

Qualifications

Master's degree, A MUST

2–5 years of experience in life insurance case management, underwriting support, or related field.

Strong knowledge of the USA life insurance products. Training required. We will train you.

Excellent organizational and time-management skills with the ability to handle multiple cases simultaneously.

Strong attention to detail and accuracy in reviewing applications and documentation.

Proficient in CRM and agency management software; strong computer skills (MS Office Suite).

Exceptional verbal and written communication skills; ability to communicate clearly with advisors and carriers. International English accent preferred. 2 to 3 years of working experience with an international company is required.

Customer service–oriented, with a problem-solving mindset and a proactive approach.

Must be able to communicate thru WhatsApp

Must have a laptop and wifi

NPG is an Equal Opportunity Employer.

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