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Manager, Life Case Management

Job ID: R-012272 Date posted: 12/30/2020 Primary Location CA-San Diego Other Locations SC-Fort Mill

Do you have a strong understanding of life insurance underwriting and new business operations?

Are you someone who enjoys inspiring others to find solutions to roadblocks?

Do you have the ability to lead people on a collaborative mission?

Excited to learn more? If so, then this could be the role for you!

Job Overview:

The LPL Insurance Associates team within LPL’s National Sales & Consulting division is looking for an experienced people leader that will inspire the team to provide world-class customer service while they help our financial advisors navigate the life insurance pricing process. The LPL Insurance Associates Case Management team plays an important role in facilitating a smooth life insurance underwriting process for the financial advisor and the end-client.

What will you do?

  • Direct the Case Management processes to ensure quality and efficient service is maintained on all insurance files being managed by the team
  • Coach individuals to develop thorough case processing knowledge in order to facilitate a positive service experience for internal and external customers
  • Establish and monitor individual and team goals
  • Derive regular reporting of case management key metrics
  • Manage a caseload of insurance applications and maximize the timely issuance of policies
  • Serve as the advisors’ main point of contact when dealing with the resolution of case escalations
  • Create and perform training as it pertains to technology systems process changes and implementation
  • Collaborate with carriers and underwriters to leverage their knowledge and materials for LPLIA continued ongoing underwriting training

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

What skills, experiences, and education are required?

  • 3+ years' people management experience within the insurance industry

  • BA/BS degree in Finance, Business, Economics (or a related discipline) is preferred

  • Proficiency with Agency Integrator and Paperclip

  • Effective communication, presentation, and writing skills

  • Ability to inspire others

  • Ability to collaborate with a team and take the initiative with strong attention to detail

  • Positive attitude, commitment to excellence and integrity

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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