New Business Case Management Specialist - Spanish Speaking

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

Do good. Be good. Make good.

We note that we do not offer visa sponsorship for this position. We are looking for a bilingual speaking associate – Spanish speaking. This position is ideally based in Addison, TX or Montpelier, VT with a hybrid work arrangement. Remote work may be considered for candidates located outside of a reasonable commuting distance to these offices.

Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with speed, accuracy, and caring curiosity that gives our customers peace of mind. In addition to assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.

A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM. You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.

We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. You will be part of a small but mighty work-family helping toward our annual goals and developing yourself and teammates along the way—all for a common Cause!

• 2+ years of professional work experience interacting with customers in the life insurance and/or annuity field(s)
• Passion for working for a company with a cause-driven culture
• College degree preferred but not required; we value skills, experience, and a winning attitude
• Must successfully pass a background check that may include fingerprinting

• Detail-oriented and adept at multitasking in a fast-paced environment
• Excellent communicator with empathy and strong listening skills
• Results-oriented, people-focused, and comfortable leading
• Intuitive problem-solver who thinks critically and creatively to deliver the right solution
• A passion for delighting customers with exceptional service
• Sound judgement and independent decision-making while balancing collaboration
• Recognizes opportunities for efficiency and effectiveness, and embraces continuous improvement and change
• Curiosity and passion for continuously learning and improving business acumen
• Adaptable and able to roll with change in a rapidly growing company

• Benefits start day one and are flexible and customizable to you and your family’s needs. Check out the benefits of a career at National Life.

The base pay range for this position is determined based on experience, knowledge, education, training, market conditions, and other factors. The final salary may be outside this range depending on circumstances.

The total compensation package may include a full range of medical, financial, and other benefits (including 401(k) eligibility, paid time off, vacation, sick time, and parental leave) depending on the position. Eligible employees may also participate in National Life’s discretionary annual incentive programs. Employment is at-will with the right to modify compensation at any time based on performance and market factors.

$18 - $27 USD per hour