Chase · 1 day ago
Life Insurance Case Management Specialist - VP
575 Washington Blvd, Jersey City, NJ, 07310, US
Full-time
Onsite
Senior Level
$160K/yr - $275K/yrJ.P. Morgan Chase & Co. is a leading global financial services firm, and they are seeking a Life Insurance Case Management Specialist to support the Life Insurance operations for the Private Bank and JP Morgan Advisors channels. The role involves application fulfillment, pipeline management, inventory management, and driving business growth.
BankingFinancial Services
Responsibilities
Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
Monitoring the status of pending cases; following up with back-office partners and carriers, as needed
Submitting application packets through JP Morgan Operations and Central Supervision Review
Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc
May engage with clients and Advisors to remediate onboarding/maintenance issues
Produce and request product quotes and illustrations
Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
Analyze and leverage business data to support the growth of the business and produce reports as needed
Complete ad hoc projects as needed
Qualification
Required
Bachelor's degree strongly preferred or equivalent relevant industry experience
Strong written and verbal communication skills
Must have MS PowerPoint and MS Excel skills
Organizational and time management skills; ability to manage multiple priorities
Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high-pressure environment
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
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