Position: Assistant Case Manager
Department: Life Operations
Reporting to: Life Operations Manager
Location: Topeka, KS - Onsite
Overview:
As an Assistant Case Manager, you will serve as the vital bridge between vendors, advisors, and carriers in Life Operations. Our ACMs play a crucial role in assisting their Case Manager by tracking application status and communicating with our life insurance carriers. You'll review policies, organize files in Agency Integrator, and step up as backup Case Manager with confidence. Bring your expertise to a collaborative environment where accuracy and advisor support drive success!
What you'll do:
- Review incoming life applications and delivery requirements
- Follow up with the doctor's facilities to expedite the records process
- Pull, organize, and submit exams and APS records
- Responsible for complete file documentation on each separate case in Agency Integrator
- Be the main point of contact when the team's Case Manager is out of the office
Experience you'll bring:
- Excellent communication skills
- Time management with the ability to handle multiple tasks in a fast-paced environment
- Ability to work independently, but also as a collaborative team member
- Detail-oriented, focused on quality in all aspects of your work
- PC proficiency, ability to work on several platforms at once
Bonus Points:
- Bachelor's degree
- Prior experience related to life insurance and/or medical background
- Prior experience working in the financial services industry
- Previous customer service experience
What you'll get:
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym, and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events...and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
life insurance, 401(k)
Nov 15, 2025