Life Insurance Case Manager & Broker Success Specialist

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: TYPE OF WORK

Full Time

: SALARY

$4 - $6 / hour

: HOURS PER WEEK

40

: DATE UPDATED

Jul 1, 2026

JOB OVERVIEW

Job Description
About Ironwood Ledger

Ironwood Ledger is a rapidly growing life insurance and financial services company helping families protect what matters most through life insurance, mortgage protection, retirement planning, and estate planning solutions.

We're building a modern, technology-driven brokerage focused on delivering an exceptional client experience while allowing our advisors to spend more time serving families and less time on administrative work.

We're looking for someone who wants to grow with us. This isn't just another remote support position—this is an opportunity to become a key member of a growing company with leadership opportunities as we continue expanding.

Position Overview

We're seeking a highly organized, confident, and proactive Life Insurance Case Manager to become the primary back-office support for our brokers.

Your responsibility is simple:

Make sure every approved client becomes a happy, lifelong client while allowing our brokers to stay focused on selling.

You will manage insurance applications from submission through policy delivery, communicate directly with clients regarding underwriting requirements, coordinate with insurance carriers, and provide an outstanding post-sale experience.

As the company grows, this role will evolve into a leadership position overseeing additional Case Managers supporting brokers across the organization.

Primary Responsibilities
Underwriting Case Management
Monitor pending insurance applications daily
Review carrier underwriting requirements
Contact clients to collect missing medical information
Explain underwriting questions professionally and confidently
Follow up until requirements are completed
Communicate directly with insurance carriers
Submit pending requirements accurately and promptly
Keep brokers updated on application status
Client Success
Contact newly approved clients
Confirm policies have been issued correctly
Follow up approximately two weeks after delivery
Confirm policy packets have been received
Answer basic policy questions
Coordinate policy service requests when needed
Ensure every client has an excellent experience
Referral Generation

During policy delivery follow-up:

Request referrals from satisfied clients
Build strong client relationships
Help generate future business through exceptional service
Broker Support
Order and ship broker business cards directly to clients
Manage lead suppression after policies are issued
Notify lead vendors to suppress purchased leads
Maintain accurate CRM records
Track application milestones
Organize client documentation
Advanced Market Support (Growth Opportunity)

As you gain experience, you'll assist our Advanced Markets team by collecting client information for:

Estate Planning
Living Trusts
Retirement Planning
Business Planning

Performance bonuses will be introduced as these responsibilities expand.

Qualifications
Required
Excellent spoken and written English
Strong phone communication skills
Comfortable discussing medical information professionally
Extremely organized
Detail-oriented
Able to manage multiple cases simultaneously
Strong follow-up skills
Able to work independently with minimal supervision
Professional and confident personality
Fast learner
Reliable internet and workspace
Preferred
Experience working for a life insurance agency
Insurance underwriting experience
Case management experience
Knowledge of life insurance terminology
CRM experience (GoHighLevel preferred)
Experience working with U.S. clients
Customer service experience
Ideal Candidate

We're looking for someone who:

Takes ownership without being asked
Notices problems before others do
Enjoys speaking with clients
Communicates confidently
Learns quickly
Thinks like an owner
Loves creating organization from chaos
Wants to grow into leadership
Thrives in a startup environment
What Success Looks Like

Within your first few months you'll become responsible for:

? Keeping underwriting cases moving

? Reducing pending requirements

? Improving policy delivery

? Increasing client satisfaction

? Generating client referrals

? Freeing brokers to spend more time selling

As we continue growing, you'll have the opportunity to become a Broker Success Manager, leading additional Case Managers and helping build the operations department from the ground up.

Compensation

Full-Time

40 hours/week

Monday-Friday

Competitive hourly pay based on experience

Performance bonuses available

Future commission opportunities through Advanced Markets

Leadership advancement opportunities

SKILL REQUIREMENT

Insurance Organization Underwriting

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Life Insurance Case Manager & Broker Success Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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