Job Description:

The Role

The Life Insurance Case Manager maintains primary ownership of insurance applications during the underwriting process and requires frequent communication / coordination between agents, carriers, and other parties as applicants are evaluated for Life Insurance. Case Managers are the primary point of contact for customers and must provide world class customer service by keeping customers up to date on the status of their application.

The Expertise and Skills You Bring

• Bachelor’s degree
• 3 years of customer service experience in the financial services industry
• Life & Health Licensed – within 120 days of hire
• Ability to work without close supervision and to exercise independent judgment and problem solving in a professional manner
• Ability to communicate accurately and professionally in both verbal and written communication with internal and external customers alike
• Ability to react to change in a productive and positive manner with willingness to support your team and accomplish team goals.

The Team

Our life insurance product offering is a critical piece of our customers overall financial plan that we will have a direct part in.  We have a relentless commitment to our customers in offering products that suit their needs.  You will be part of a team that will continually innovate in finding new ways to provide our customers the best possible purchasing experience.       

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.