Current Employees and Contractors Apply Here
Osaic Careers
At Osaic, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup.
Join us in building something special.
Be a part of the team behind our success! All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
Relationship Case Manager – Opportunity in Insurance Industry
Summary :
We currently have an opening for a Relationship Case Manager at Highland Capital Brokerage. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.
Responsible for the case management of life, LTC and DI applications submitted to the Life New Business Team. The team member will be responsible for facilitating timely, accurate and relevant communications.
They will serve as a liaison between Agents / FA’s, institutional partners, vendors, Highland Capital VP (VP’s), and Life Insurance carriers on both formal and informal business.
This position requires the analytical ability to successfully combine medical, financial, reinsurance and general life insurance expertise.
The mechanics of managing the business include reviewing applications for accuracy and completeness, ordering and managing requirements through policy issue, and managing requirements for placement.
Responsibilities :
Application Processing :
Verify riders applied for and if 1035X involved which may necessitate the need for additional requirements
Monitoring and Communication :
Education Requirements :
Associate’s Degree Minimum
Basic Requirements :
Preferred Requirements :
Industry designations (e.g. FLMI, ALU, CLU, ChFC, CFP, etc.) are a plus
Current Employees and Contractors Apply Here
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