Life Insurance Case Manager

RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. Our team manages over $1+ billion in client assets and is affiliated with a CPA firm. We are dedicated to delivering sophisticated planning and high-touch client service.

Position Summary:

RVW Wealth is seeking a highly organized and proactive Life Insurance Case Manager to oversee the full life insurance lifecycle from application submission through underwriting, placement, and in-force servicing. This role plays a key part in ensuring seamless coordination between clients, advisors, and carriers.

Key Responsibilities:

• Manage life insurance applications from submission through underwriting and policy placement
• Coordinate medical exams, underwriting requirements, and outstanding carrier requests
• Proactively follow up to ensure timely case progression
• Maintain structured tracking systems for pending and in-force policies
• Process policy changes, beneficiary updates, ownership transfers, and claims
• Monitor premium payments and support lapse prevention efforts
• Prepare insurance illustrations and analysis materials for advisors
• Maintain licensing and carrier appointment records

Qualifications:

• 3+ years of experience in life insurance operations or case management preferred
• Strong understanding of life insurance products and underwriting processes
• Excellent organizational and follow-up skills
• Ability to manage multiple cases simultaneously with attention to detail
• Strong communication skills and client-service mindset
• Experience with CRM systems and Microsoft Office Suite

What We Offer:

Collaborative, team-oriented environment

Competitive compensation based on experience

Opportunity to grow within a well-established advisory firm

How to Apply & Our Hiring Process:

If you’re ready to make a difference by supporting clients’ financial journeys and want to join a firm that values collaboration, integrity, and professional growth, apply now to be considered for this rewarding opportunity at RVW Wealth LlC.

• Apply via Linked In.
• If we believe your resume and experience align with our expectations, we will reach out to you to complete our pre-hire assessment (attention to detail & behavioral assessment).
• If the assessment results align with our requirements and you seem to be a good fit for our team, we will reach out to schedule a brief initial interview over the phone.
• Upon management's approval, we will move forward with scheduling a 30-minute Zoom interview with our co-founder.
• You will attend in-person interviews in our offices to meet with our team members and founders for final interviews.