What Does A Life Insurance Case Manager Do? 
In our agency , a case manager handles all new life insurance applications the agents of the agency complete . The case manager coordinates with the agent to ensure the application is properly completed and helps assemble all requirements before securely submitting the application to the life insurance company . Normally , the case manager orders the appropriate paramedical exam the insurer requires and monitors closely to make sure the client gets the exam completed promptly . Sometimes , the case manager needs to ensure medical records are ordered if required by the underwriter to underwrite the case . The life insurance underwriting process can take weeks or even months , in some situations . During this time , the case manager monitors the process and communicates status updates regularly to the agent and agency principals . The case manager is ultimately responsible a smooth workflow . Once the insurance company underwriter makes and offer , the case manager relays this to the agent and coordinates to ensure the policy issue , delivery to client and placement of the policy is timely and accurate . 