Posted in Management 30+ days ago.
Do you find the world of life underwriting, algorithms, and mortality risk assessments fascinating?
Do you enjoy educating, coaching, and guiding financial advisors through the life pricing process?
Are you someone that is talented at coming up with different options around an impasse and back on track to a goal?
Do you enjoy collaborating with different teams at multiple life sponsors, paramedical vendors, and internal departments?
Excited to learn more? If so, then this could be the role for you!
LPL Insurance Associates' (LPLIA) is a team within LPL's National Sales & Consulting organization. LPLIA is searching for an experienced and driven Life Case Manager that is self-motivated to deliver world-leading customer service. The Life Case Manager role provides our financial advisors with an advocate and navigator that will lead our advisors through the life pricing process.
The Case Management team plays an instrumental role with regard to sales fulfillment by working closely with our carrier sponsor partners and our internal sales colleagues to place cases in force. In addition, the Case Management team utilizes life underwriting resources such as Swiss Re to help interpret medical records or lab results in order to determine whether a final underwriting approval from a sponsor is solid. The Case Management team is responsible for understanding all functions of operations including Licensing & Contracting, specific state regulations (Reg 187, Reg 60), and the Post Issue process.
What will you do?
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?
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 areone 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.
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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 @lpl.com 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.