Accomplished Life Insurance Case Manager with expertise in case management and compliance. Recognized for resolving complex policy issues, enhancing client relationships, and ensuring regulatory adherence.
Overview
2026
2026
years of professional experience
Work History
Life Insurance Case Manager
Quility Insurance
Swannanoa
2020 - Current
Provided high-level support for clients, agents, and internal teams by troubleshooting application and policy issues, ensuring accurate resolutions within strict timelines.
Managed a high volume of cases daily, acting as the primary point of contact for escalations, and resolving issues that required technical system knowledge and investigative problem-solving.
Trained team members on new systems, workflow updates, and best practices, ensuring smooth adoption of tools and processes.
Documented processes and maintained accurate case notes to ensure traceability and compliance with regulatory requirements.
Partnered with IT and operations teams to identify recurring system issues, test solutions, and recommend improvements for efficiency and user experience.
Recognized for the ability to translate complex insurance processes into clear, easy-to-follow guidance for clients and colleagues.
Life Insurance Case Manager
National Brokerage
Boise
2001 - 2020
Provided high-level support for clients, agents, and internal teams by troubleshooting application and policy issues, ensuring accurate resolutions within strict timelines.
Managed a high volume of cases daily, acting as the primary point of contact for escalations, and resolving issues that required technical system knowledge and investigative problem-solving.
Trained team members on new systems, workflow updates, and best practices, ensuring smooth adoption of tools and processes.
Documented processes and maintained accurate case notes to ensure traceability and compliance with regulatory requirements.
Partnered with IT and operations teams to identify recurring system issues, test solutions, and recommend improvements for efficiency and user experience.
Recognized for the ability to translate complex insurance processes into clear, easy-to-follow guidance for clients and colleagues.