{"id":2581398,"url":"https://alion.io/job/banner-life-sales-case-manager","title":"Sales Case Manager","company":{"id":2576533,"name":"Banner Life","domain":"bannerlife.com","url":"https://alion.io/company/bannerlife","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Frederick, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55200,"max":65000,"currency":"USD","period":"year","gross":null,"usd_annual":65000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-15T02:04:30Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-27T08:09:26Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"Overview\nAt Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.\nWe’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.\nBy offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.\nJoin a team that’s transforming how customers experience life insurance.\nThe Direct Business Case Manager oversees life insurance applications from start to finish across online and direct-to-consumer channels. This role ensures each case is processed accurately and efficiently-from submission through approval and activation-while supporting a strong customer experience.\nActing as both a case manager and licensed resource, you help keep applications on track, collaborate across teams to reduce delays, and identify opportunities to better meet customer needs and support business growth.\nResponsibilities\n1. End-to-End Case Management\nOwn the full lifecycle of Direct to Consumer (D2C) life insurance applications-from submission through underwriting, policy issue, and activation. Ensure policies are processed accurately, compliantly, and within established SLAs.\nAct as the internal case expert by:\n· Reviewing and validating new applications\n· Coordinating underwriting requirements and follow-ups\n· Managing policy issuance and placement\n· Supporting reinstatements and resolving billing or banking issues\n· Ensure timely progression and resolution of all cases across D2C channels.\n2. Customer Communication & Product Guidance\n· Communicate underwriting decisions clearly and professionally to customers via phone and email. Explain outcomes, re-rates, and alternatives, while guiding customers toward appropriate solutions aligned with compliance and suitability standards.\n· Maintain strong knowledge of life insurance products, underwriting considerations, and available riders.\n· Effectively communicate product options and recommendations to customers and internal stakeholders.\n3. Pipeline Management & SLA Performance\n· Monitor and manage pipelines to meet productivity, accuracy, and cycle-time goals by:\n· Tracking inbound submissions and case statuses\n· Identifying and resolving bottlenecks\n· Escalating issues across underwriting, IT, and operations as needed\n· Investigate and resolve customer concerns, ensuring accuracy and completeness of application data.\n· Maintain proper documentation of all interactions, statuses and follow-ups, disclosures, and case details within CRM systems.\n· Drive operational efficiency and consistent SLA adherence.\n4. Sales Support, Retention & Growth Initiatives\nSupport revenue growth and placement by:\n· Providing revised quotes and alternative solutions\n· Executing cross-sell and upsell strategies (coverage, riders, conversions)\n· Proactively engaging with potential clients during the process.\n5. Cross-Functional Collaboration\n· Partner with underwriting, compliance, IT, policy issue, and call center teams to resolve case issues and ensure seamless processing.\n· Address system errors, missing requirements, and integration challenges proactively.\n6. Process Improvement & Compliance\n· Support updates to workflows, procedures, and documentation to ensure alignment with regulatory, legal, and operational standards.\n7. Training, Development & Team Support\n· Assist in onboarding and training team members on workflows, systems, and best practices.\n· Promote consistency and quality through ongoing feedback and collaboration.\n· Participate in team meetings, pipeline reviews, and required training programs.\n· Stay current on underwriting practices, compliance requirements, and system updates.\n8. Additional Duties\n· Perform other responsibilities as assigned to support D2C operations and business objectives.\nQualifications\nWhat You Bring\nEducation\nHigh school diploma or equivalent required\nMust obtain Life & Health Producer License within 30 days\nExperience\nMinimum 3 years in case management, insurance operations, or equivalent customer-facing role\nTechnical aptitude with experience in multi-platform operations\nSales experience preferred\nWorking knowledge of underwriting, medical terminology, or insurance preferred\nSkills\nStrong communication, negotiation, and relationship-management skills\nSalesforce or other CRM proficiency\nMicrosoft Office\nAbility to manage high-volume, fast-paced workflows\nStrong multitasking and prioritization abilities\nAbility to work collaboratively\nWhat’s in it for you?\nThe expected hiring compensation range for this position is $55,200 - $65,000 annually. This is a hybrid opportunity working from 8:30 AM to 5PM EST.\nThe total compensation package for this position may include other elements, such as long term incentives and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.\nWe have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!\nIf hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.","description_format":"text","description_chars":7382,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["401k plan","Annual bonuses","Dental insurance","Life insurance","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Property & Casualty Insurance","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-15T02:04:30Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.823,"p_room":0.9,"age_days":12,"expected_fill_days":23,"reasons":["conf:1","win:mid"],"computed_at":"2026-10-27T05:46:45Z"},"pay":{"stated_usd_annual":65000,"is_top_pay":false},"html_url":"https://alion.io/job/banner-life-sales-case-manager","json_url":"https://alion.io/job/banner-life-sales-case-manager.json","meta":{"generated_at":"2026-10-27T09:20:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10419,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2576533},"rest":"https://alion.io/mcp/rest/get_company?id=2576533"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbanner-life-sales-case-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbanner-life-sales-case-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbanner-life-sales-case-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/banner-life-sales-case-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbanner-life-sales-case-manager"}]}