Life Insurance Case Manager

TLDR

Support critical underwriting functions in a fast-paced environment by processing new business and maintaining reports while contributing to a technology-driven financial services company.

Your primary responsibility in this role is to perform required support functions for Underwriting.


To be successful in this role, you’ll bring: 

  • Ability to work without close supervision and to exercise independent judgment and problem-solving in a professional area
  • Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced production environment

Essential Functions

  • Completing operational tasks such as ordering gathering third party information (i.e. MVRs, APSs) and other similar tasks as requested 
  • Processing new business in a timely manner to ensure cases are in good order 
  • Working with underwriters and other functional areas to resolve any discrepancies
  • Maintains and updates recurring reports and tracking logs in Google Sheets to independently complete functional processes

 

Qualifications

  • Experience with PC in a Windows environment
  • Experience with remote work
  • 2+ years of customer service experience
  • Life insurance case management experience preferred
  • Proficiency with Google products including Docs, Sheets, Drive, Meet preferred
  • Proficiency with operating across multiple first and third party environments

 

What’s it like to work at Fabric?

Fabric is where new parents come to start their family’s financial life. We are a financial technology company that makes it simple, fast, and easy to buy life insurance and create a will.

From electronic signatures to underwriting, engineering is at the core of everything we build. We aim to create humane software that includes only the essential complexity. Like software, we are a constant work in progress, and we believe that personal growth comes from making mistakes and exploring thorny problems. The quality of our work is driven by the diversity of our individual backgrounds and experiences.

Come join us as we re-make a $650 Billion industry and work to improve the lives of millions of families.

Fabric is a financial technology company that specializes in simplifying the process of purchasing life insurance and creating wills, catering specifically to parents looking to secure their family's financial futures. With a commitment to humane software design, Fabric focuses on essential functionality while embracing the diverse backgrounds of its users, making financial planning accessible and straightforward.

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