Life Insurance Case Manager at Level Four Group Careers

Position	Life Insurance Case Manager
Posted	07 Aug 2026
Expired	06 Sep 2026
Company	Level Four Group Careers
Location	Dallas \| US
Job Type	Full Time

Job Description:

Latest job information from Level Four Group Careers for the position of Life Insurance Case Manager. If the Life Insurance Case Manager vacancy in Dallas matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Level Four Group Careers for the position of Life Insurance Case Manager below matches your qualifications.

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level! The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations. Essential responsibilities and tasks of the Life Insurance Case Manager are:

This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued.
Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position.
This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties.
Review all incoming insurance applications to make sure they are properly/thoroughly completed
Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
Proactively take all necessary actions to move the application process forward with a sense of urgency
Negotiate for preferential rates with various insurance carriers, if applicable
Maintain and solidify relationships with the agents (clients) that submit business
Additional duties as required

Successful Life Insurance Case Manger candidates will have: Required

Strong organizational skills as well as strong attention to detail in order to produce accurate results
Polished and professional communication skills: interpersonal, written, and oral
Strong computer skills that include a knowledge of Office Suite and internet navigation
Ability to work independently as well as within a team environment
The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.

Preferred

Understanding of insurance products in general

Icing on the Cake

Working knowledge of Agency Integrator System

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Job Info:

Company: Level Four Group Careers
Position: Life Insurance Case Manager
Work Location: Dallas
Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Life Insurance Case Manager at the office Dallas above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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