New Position Case Manager
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Position: Case Manager
Employment Type: Full-Time
Location: Allentown PA

Ideal Concepts, Inc. is looking for a self-motivated individual to join our team to help support our thriving Health, Life, and Medicare Insurance business.

Our Case Managers work with our agent sales force across the country and support them through the post-sale process. This position is key to support our 2,500 agents nationwide, as well as thousands of clients. Our Case Managers work with our agents and clients to coordinate underwriting requirements, assist with submitting premium payments, track Exchange enrollments, schedule life insurance paramedical exams, help clients with their coverage details, and resolve client and enrollment issues.  As a liaison between agents, clients, and insurance carriers, an ideal candidate for this position must build strong relationships, foster easy and positive communication, and be able to problem solve with minimal direction. 

Responsibilities and Duties

  • Process Life Insurance applications after the Agent has sold the policy
  • Coordinate with agents, clients, and insurance carriers throughout the post-sale process
  • Facilitate resolution of client, carrier, and other concerns
  • Be knowledgeable of all products and their enrollment procedures
  • Support Agents and Clients via phone and email
  • Maintain pertinent documentation and case notes


Qualifications and Skills

  • Highly organized
  • Strong attention to detail
  • Skilled at research and problem solving
  • Ability to multi-task, prioritize, and manage time effectively
  • Great verbal and written communication skills
  • Proficient typing skills
  • Outgoing, high energy, and motivated
  • Proven customer service ability
  • General Microsoft Windows/Internet knowledge
  • Client relationship management and insurance experience a plus



  • 15 PTO days
  • 8 paid pre-determined holidays
  • Employee 401k Plan
  • Fully covered health benefits (100% company contribution), including major medical, dental, vision, and life insurance
  • Technology focused, fast paced working environment
  • Professional team atmosphere with motivated, career-driven professionals as co-workers
  • Expansion and growth with one of the top health insurance marketing companies in the nation



    Apply Now