Overview

We are an innovative life insurance technology company based in the San Francisco Bay Area. We are building the first comprehensive online life insurance platform that offers both temporary and permanent life insurance products. Our goal is to help people from all walks of life protect their family, their health, and their wealth by matching them with the right financial security plan.

We are looking to recruit and onboard part-time Case Managers who can manage the life insurance case submission process. We are looking for individuals who are detail-oriented, fast learners, and diligent and how are willing to go the extra mile to help advisors and clients by getting the job done. We will provide training, support, and tools for you to be successful. This role is fully remote and is positioned to have plenty of future leadership and career advancement opportunities.

Why work with Amplify:

  • Flexibility of getting things done on a schedule that works for you.
  • Work from home or anywhere you want.
  • Gain insurance and personal finance knowledge and enhance project management and customer service skills with free training and tools from us.

Job responsibilities include:

  • Enter and ensure accuracy of application data.
  • Manage the case submission process to life insurance carriers.
  • Collaborate closely with insurance advisors and manage case progress.

Job expectations:

  • Excellent project management skills. Must be organized and detail-oriented. Prior project management experience is a must.
  • Demonstrated track record of working well in a team setting.
  • You do NOT need a life insurance license to be able to perform this role.

About

Based in the San Francisco Bay Area, we are a young, passionate group with decades of collective experience in life insurance. We saw that the industry was broken with misaligned incentives, non-transparent products, and confusing options. We firmly believe in the mission of making sure that families are properly protected.

That’s why we are taking the disconnected and fragmented traditional life insurance brokerage model that hasn’t kept up with modern consumer expectations and transforming it to a platform with an efficient and delightful end-to-end process for end consumers.

Qualifications