Sales Case Manager

Overview At 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. We’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. By 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. Join a team that’s transforming how customers experience life insurance. The 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. Acting 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. Responsibilities 1. End-to-End Case Management Own 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. Act as the internal case expert by: · Reviewing and validating new applications · Coordinating underwriting requirements and follow-ups · Managing policy issuance and placement · Supporting reinstatements and resolving billing or banking issues · Ensure timely progression and resolution of all cases across D2C channels. 2. Customer Communication & Product Guidance · 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. · Maintain strong knowledge of life insurance products, underwriting considerations, and available riders. · Effectively communicate product options and recommendations to customers and internal stakeholders. 3. Pipeline Management & SLA Performance · Monitor and manage pipelines to meet productivity, accuracy, and cycle-time goals by: · Tracking inbound submissions and case statuses · Identifying and resolving bottlenecks · Escalating issues across underwriting, IT, and operations as needed ·…