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Life Insurance Case Manager Jobs in Texas (NOW HIRING)

Security National Life Insurance Company

Be Seen First

Life Insurance Agent

Dallas, TX · On-site

$40K - $70K/yr

We provide comprehensive training, a great CRM system, and a unique aftercare program that truly ... Life insurance license (or willingness to obtain one) * Self-motivated with a strong work ethic

Security National Life Insurance Company

Be Seen First

Life Insurance Agent

Dallas, TX · On-site

$40K - $70K/yr

We provide comprehensive training, a great CRM system, and a unique aftercare program that truly ... Life insurance license (or willingness to obtain one) * Self-motivated with a strong work ethic

Security National Life Insurance Company

Be Seen First

Life Insurance Agent

Sherman, TX · On-site

$40K - $70K/yr

We provide comprehensive training, a great CRM system, and a unique aftercare program that truly ... Life insurance license (or willingness to obtain one) * Self-motivated with a strong work ethic

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All JobsLife Insurance Case JobsLife Insurance Case Manager JobsLife Insurance Case Manager Jobs in Texas

Life Insurance Case Manager information

What does a life insurance case manager do?

A Life Insurance Case Manager oversees the application process for life insurance policies, acting as a liaison between clients, agents, and insurance carriers. They ensure that all necessary documentation is collected, review applications for completeness, and follow up on outstanding requirements. Their role includes tracking the progress of cases, resolving any issues that arise, and facilitating communication to ensure timely policy approvals. By managing these details, they help clients smoothly secure the life insurance coverage they need.

What are the key skills and qualifications needed to thrive as a life insurance case manager?

To thrive as a Life Insurance Case Manager, you need a solid understanding of life insurance products, underwriting processes, and case management, typically supported by experience in insurance or a related field. Proficiency with CRM software, electronic case management systems, and industry-specific portals is often necessary. Strong organizational skills, attention to detail, and effective communication with clients and underwriters set top performers apart. These skills are crucial for efficiently managing cases, ensuring policy accuracy, and providing excellent customer service throughout the application process.

What are some common challenges faced by life insurance case managers, and how can they be addressed?

Life Insurance Case Managers often encounter challenges such as managing multiple cases with varying deadlines, coordinating communication between agents, underwriters, and clients, and ensuring that all required documentation is accurate and complete. These challenges can be addressed by developing strong organizational skills, maintaining clear and frequent communication with all stakeholders, and staying up to date with industry regulations and company guidelines. Utilizing case management software and setting up efficient workflows can also greatly improve efficiency and reduce errors.

What is the difference between Life Insurance Case Manager vs Claims Adjuster?

AspectLife Insurance Case ManagerClaims Adjuster
Required CredentialsLicenses, insurance knowledge, sometimes certificationsLicenses, insurance knowledge, sometimes certifications
Work EnvironmentOffice, remote, client interactionsOffice, field, client interactions
Employer & IndustryInsurance companies, health providersInsurance companies, third-party administrators
Search & Comparison IntentUnderstanding roles, career paths, job dutiesUnderstanding claims process, job duties, career options

Both roles require insurance knowledge and licensing, but a Life Insurance Case Manager primarily manages ongoing client cases and policy issues, while a Claims Adjuster focuses on evaluating and settling insurance claims. The roles often overlap in industry and work environment, but their core responsibilities differ, making this comparison useful for those exploring careers or job opportunities in the insurance sector.

Are life insurance case managers in demand?

Life insurance case managers are in demand due to the growing need for claims processing, policy management, and customer service in the insurance industry. Employment opportunities often require strong communication skills, knowledge of insurance policies, and relevant certifications, with job growth expected to align with the overall expansion of the insurance sector.

What cities in Texas are hiring for Life Insurance Case Manager jobs?

Cities in Texas with the most Life Insurance Case Manager job openings:

Infographic showing various Life Insurance Case Manager job openings in Texas as of September 2026, with employment types broken down into 1% As Needed, 71% Full Time, 17% Part Time, 2% Temporary, and 9% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Case Manager, Life Insurance

Houston, TX • On-site

Covr Financial Technologies
See more jobs at Covr Financial Technologiesexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Key responsibilities

  • Monitor term case progress, track requirements, and provide status updates, escalating as needed.

  • Review application information, identify potential issues, and seek information or alternative solutions to expedite the process.

  • Negotiate with carriers to improve offerings or waive requirements to enhance client experience.

Job description


Case Manager, Life Insurance
REPORTS TO: Team Lead, Case Management
DEPARTMENT: Insurance Operations
FLSA STATUS: Exempt
TRAVEL: None
WORK SCHEDULE: M-F, subject to change according to business needs
LOCATION: Houston, Texas (hybrid – 4 days onsite/1 days remote)
COMPANY OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers. 
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology.  Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow.  We embrace a flexible work environment that encourages high productivity and job satisfaction.  We have strong core values:  Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
Our term case managers take case management to the next level – joining forces with internal sales partners to provide the financial professionals we serve with a best-in-class experience, guiding them through everything from the time the application is submitted to a carrier, through underwriting, and getting the case paid and closed. As the liaison between our clients and our insurance carriers, you’ll do everything you can to make everyone’s experience as smooth as possible.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
 
  • Monitors term case progress, tracks down requirements and provides ongoing status updates, escalating as needed.
  • Reviews application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions.
  • Negotiates with carriers for better offerings and/or to waive requirements to ensure good client experience.
  • Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers.
  • Seeks continuing education on the latest product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business opportunities.
  • Continuously looks for ways to expedite and improve our processes and services.
  • Maintains positive relationships with your financial advisors, underwriters, and internal sales consultants.
  • Positive “one-team” attitude, team spirit, and consistent drive to provide industry-leading service.
  • Ability to work under pressure in fast-paced customer service environment.
  • Manage a variety of responsibilities with constantly changing priorities.
  • Comfortable with prioritizing when presented with multiple challenges.

Education:
  • High School diploma required, college Degree preferred with major in business or related field
  •  One to Two years of related industry-specific experience and/or training
  • Licensed Life Producer is a plus

Skills and Experience:
  • Strong written and verbal communication skills
  • Fluency in Spanish is a plus
  • Life insurance experience is preferred
  • Motivated self-starter capable of performing duties with minimal oversight
  • Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
  • Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome.
  • Ability to work independently and exercise excellent judgment
  • Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn and master our internal and carrier software programs
  • Must be comfortable with choosing priorities when presented with multiple challenges

BENEFITS PACKAGE:
We offer a competitive benefits package:
  • Salary range of $45,000 to $55,000 annually plus $6000 incentive bonus
  • Paid Time Off (PTO): 3 weeks to start, increasing with years of service
  • Paid holiday’s – 11 days
  • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
  • Adult and child orthodontia
  • Health Savings Account (HSA) with quarterly company contributions
  • Short-Term and Long-Term Disability
  • NEW - Pet insurance for cats and dogs!
  • 401(k) option
  • Company paid Life and AD&D insurance for all full-time employees.
  • Supplemental Life and AD&D insurance up to 5x’s salary for employee
  • Supplemental Life and AD& D plans offered for spouse and dependents
  • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

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