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Case Specialist

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Hybrid

Case Specialist

Assurity Life Insurance Company

Case Specialist

Skills

ADP Workforce NowCompliance

8 days ago

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Important information


Contract type:

Permanent

Location:

Lincoln, NE, USA

Work mode:

Hybrid

Published on:

20 October 2026

What they need


Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

70% Issue approved policies which includes:

  • Reviewing file for accuracy and making required changes;
  • Verifying that applicant is eligible for benefits applied for;
  • Verifying that applications marked as replacements have been processed correctly.
  • Coding MIB’s;
  • Complying with all company and state regulations;
  • Coordinating with underwriters, contact center personnel, brokers and other departments and companies during the issue process;
  • Preparing and reissuing policies; and
  • Preparing duplicate policy requests

30% Coordinates application activity for all products, which includes:

  • Managing all pending cases and COD cases which includes contacting brokers regarding pending requirements and activating cases when requirements are received;
  • Corresponding with brokers via phone, email, and written correspondence by providing information needed to complete application and responding to request for additional information;
  • Providing support to assigned underwriter as needed such as sending decline letters, labs, exams and closing cases;
  • Providing information regarding adverse actions with various clients and departments;
  • Remaining current on compliance for all company and state regulations;
  • Following up with vendors for outstanding requirements, labs, exams, etc. and other insurance companies for 1035 exchange and transfers and running illustrations;
  • Notifying reinsurers regarding policies with reinsurance; and
  • Monitoring and maintaining assigned documents received and assigned underwriter and specialist queues.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

  • Three to five years of experience in Underwriting or related experience required.
  • High accuracy and attention to detail.
  • Ability to execute tasks with detail and accuracy.
  • Ability to adapt successfully to changing situations and procedures.
  • Ability to work independently.
  • Excellent verbal and written communication skills.
  • Skilled in time management, ability to manage multiple priorities and continue to meet or beat deadlines.
  • Ability to interact and communicate effectively and professionally with distribution systems, vendors, clients, and co-workers.
  • In-depth product knowledge.
  • Consistent and reliable attendance Is an essential function of this position.
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

  • Associate degree in business or related field, or related work experience, or equivalent required.
  • Willing to obtain industry designation (ACS, PCS, FLMI)

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

  • Ability to work 40 hours within flex-time guidelines required (plus overtime as needed and/or required)
  • Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired

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