Case Manager

Job Summary

Saybrus Partners is looking for a self‑motivated individual to serve as a Case Manager, a critical role in supporting our life insurance distribution strategy. The Case Manager will independently manage cases by creatively resolving issues, negotiating underwriting offers where applicable, and leveraging resources to achieve desired outcomes. The role requires strong knowledge of the life insurance process, the ability to troubleshoot cycle‑time delays, and a commitment to delivering superior customer service.

• Proactively follow up and provide communication to support advisor/distributor satisfaction, ensuring cases progress from submission to placement in a timely and efficient manner.
• Manage daily workload with an emphasis on time management and quality standards.
• Review and assess requirements, as needed.
• Serve as a single point of contact to customers.
• Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and a timely approach.
• Proactively resolve any issues and inquiries that arise.
• Manage the necessary components for the new business process, identifying cases that require special handling.
• Accept ownership and suggest innovative solutions to meet branch or client needs while handling new and different requests.
• Explore opportunities to add value.
• Use expertise in life‑insurance process, terminology, and technology to support and enhance daily operations.
• Negotiate underwriting offers with the underwriting teams of our product partners to provide the best placement opportunities.
• Provide continuous scheduled telephone coverage as business needs dictate.
• May be responsible for employee training and mentoring.
• Perform other duties as assigned.

• Knowledge of the life insurance process, including permanent and term products and key impairments.
• Working knowledge of desktop applications such as Outlook, Word, and Excel.
• Knowledge of Smart Office and  is a plus.
• Critical‑thinking skills to identify and troubleshoot problems, especially in complex cases.
• Excellent verbal and written communication skills.
• Excellent interpersonal and relationship‑building skills for interacting with internal and external clients.
• Discretion while handling confidential matters such as medical records.
• Ability to work independently in a fast‑paced, multi‑faced environment while focusing on critical deliverables.
• Comfortable working in a team environment and supportive of corporate change.