Job Description

About M+

M+ is a niche financial services business that works to cultivate and implement innovative planning solutions for high-net-worth clients and their advisors. M+'s three core focus areas for M+ are leveraged insurance, a virtual family office offering, and assets under management. We offer a B2C model as well as a B2B2C model. By partnering with the client’s financial advisor, we provide support and guidance and deliver a gateway to solutions through exclusive industry relationships and venerable insight. In doing so, we go the extra mile by tailoring our strategy around a holistic picture to elevate the client’s financial performance.

M+ Core Values

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

People People.

Foster meaningful connections by genuinely caring about others and building strong relationships. Treat everyone with empathy, respect, and kindness, creating a positive and collaborative environment where people feel valued and understood.

Get Shit Done on Time

Deliver on commitments with urgency and precision. Focus on results, take ownership of responsibilities, and ensure projects are completed efficiently without sacrificing quality.

Client’s Needs Above All Others

Prioritize the client’s goals, concerns, and satisfaction in every decision and action. Build trust by consistently putting their best interests first and exceeding their expectations.

Unequivocal Excellence

Strive for perfection in all endeavors, holding yourself and your team to the highest standards. Continuously seek improvement, embrace feedback, and refuse to settle for mediocrity.

Unreasonable Hospitality

Go above and beyond to create extraordinary, memorable experiences for clients and team members. Anticipate needs, deliver surprises, and make people feel genuinely valued and cared for at every touchpoint.

About the Role

The Life Insurance Case Manager plays a critical role in supporting the underwriting and sales process by managing life insurance applications from submission through policy issue. This position acts as the liaison between clients, agents, underwriters, and insurance carriers to ensure a smooth, timely, and efficient experience. The ideal candidate is detail-oriented, organized, and customer-service driven.

Duties + Responsibilities

• Review and process new life insurance applications for accuracy and completeness
• Coordinate Exams for clients and ordering of health records
• Communicate with agents, clients, and carriers to obtain required documentation and resolve outstanding issues
• Work with the New Business Coordinator to track and monitor the progress of each case to ensure timely movement through underwriting and policy issuance.
• Maintain detailed records in the case management system, ensuring accurate updates at all stages of the process
• Collaborate with the New Business Coordinator to expedite requirements and facilitate decision-making
• Provide status updates and professional support to the New Business Coordinator throughout the underwriting process
• Assist with post-issue activities, including delivery requirements and client onboarding
• Ongoing service items related to existing clients

Qualifications

• 2+ years of experience in life insurance case management or a related insurance/financial services role
• Strong knowledge of life insurance products, terminology, and underwriting processes
• Exceptional organizational and time management skills
• Excellent communication skills, both verbal and written
• Proficiency in CRM or case tracking systems (e.g., SmartOffice, Salesforce, or similar)
• Ability to work independently and in a team-oriented environment
• High attention to detail and problem-solving abilities

Characteristics

With diverse backgrounds, perspectives, and broad networks, the most effective team members embody the following characteristics:

• Entrepreneurial Spirit
• Intellectual Curiosity
• High Emotional Quotient ("EQ")
• Determination and Relentless Drive for Success
• Excellent Interpersonal and Communication Skills
• Structure and Discipline

Benefits + Compensation

• Medical, dental, vision, and 401(k) are available immediately
• Paid vacation and sick/personal time are flexible (use with consideration)
• Full-time, in-person Long Island City, NY 3-4 days per week
• Salary $60,000-$75,000 depending on experience + bonuses

The company is an equal opportunity employer committed to creating an inclusive environment for all employees. We strongly encourage applications from all well-qualified candidates, regardless of race, color, gender, gender identity, religion or religious belief, disability, age, nationality, national or ethnic origin, pregnancy, sexual and reproductive health decisions, sexual orientation, marital or civil partner status, caregiver status, military service eligibility, veteran status, or status in any other category in this regard protected by law.

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