Insurance & Annuities : Associate - Case Management

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in Insurance & Annuities. You have found the right team.

As a Life Insurance Case Management Specialist – Associate in the Annuities & Life Insurance Business Development Team, you will provide end-to-end support for life insurance application conversion, collaborating with advisors, clients, and partner firms. You will manage case submissions, monitor pipelines, and drive strategic initiatives to enhance operational efficiency. This role offers the opportunity to work independently, engage with senior stakeholders, and contribute to process improvements that support business growth.

Job responsibilities

• Lead case submission for life insurance applications for clients.
• Assist with collection of client data and completion of required forms for informal and formal applications.
• Monitor status of pending cases and follow up with back-office partners and carriers.
• Submit application packets through Operations and Central Supervision Review.
• Engage with advisors and clients to remediate onboarding and maintenance issues.
• Produce and request product quotes and illustrations.
• Serve as a point of escalation for outstanding items needed to support in-flight business.
• Analyze and leverage business data to support business growth and produce reporting.
• Manage cross-functional collaborations.
• Lead key strategic initiatives within the function.
• Identify and implement process efficiency levers such as automation.

Required qualifications, capabilities and skills:

• MBA or equivalent advanced degree
• 5+ years of experience in the US Life Insurance industry
• Fundamental knowledge and understanding of the US Life Insurance industry
• Proven expertise in working under SLA-driven environments
• Strong written and verbal communication skills
• Organizational and time management skills; ability to manage multiple priorities
• Ability to work independently while handling multiple responsibilities with high accuracy in a high-pressure environment
• High attention to detail and ability to be a dynamic member of the team
• Comfort in communicating with senior advisors and clients
• Proficiency in Microsoft Outlook, PowerPoint, and Excel

Preferred qualifications, capabilities and skills:

• Experience in process improvement and automation initiatives
• Experience managing cross-functional collaborations
• Experience leading strategic initiatives
• Experience in data analysis and reporting
• Experience in client onboarding and remediation

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.