Jasmine Wilson
Dallas,TX
Summary
Results-oriented Life Insurance and Annuity Case Manager with a proven track record of managing high-volume case workflows while delivering white-glove service in fast-paced, deadline-driven environments. Skilled at building trusted relationships with advisors and carriers to streamline communication and resolve issues efficiently. Known for a proactive approach, strong organizational skills, and attention to detail, consistently achieving placement rates above 90%.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Case Manager
Level Four Insurance Agency
05.2024 - Current
- Manage end-to-end processing of life insurance and annuity applications, ensuring accuracy, completeness, and compliance with regulatory requirements.
- Act as the primary liaison between advisors and carriers to coordinate case progress and resolve issues promptly.
- Deliver white-glove service to clients and advisors, providing professional, detail-oriented support throughout the application and underwriting process.
- Build and maintain strong relationships with advisors and carrier representatives to foster trust and collaboration.
- Oversee a high-volume caseload of 70–90 active cases while maintaining meticulous attention to detail.
- Consistently achieve a policy placement rate of 90% or higher.
Assistant Case Manager
Advisors Excel
10.2022 - 03.2024
- Maintained exceptional relationships with financial advisors, insurance carriers, and vendor contacts.
- Worked directly with agents to ensure all pending requirements were completed, to keep cases moving in an expedited fashion.
- Thoroughly reviewed life insurance applications for accuracy before forwarding them to carriers to initiate cases.
- Expedited record processing by contacting doctor facilities, to increase case closure rates.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Responded to agent requests via telephone and email and effectively answered questions and inquiries.
Administrative Specialist
Advisors Excel
01.2022 - 10.2022
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Assisted Assistant Case Managers by processing exams, attending physician statements, checks, policies, and delivery requirements.
- Timely and accurately ensured case information received through the department inbox were distributed to the appropriate team member.
- Answered phone calls and responded to inquiries from agents, vendors, and insurance carriers.
Operations Intern
Advisors Excel
10.2020 - 01.2022
- Completed reports and paperwork on critical information impacting operations using Microsoft Office, Salesforce, and Agency Integrator.
- Studied with senior staff to develop deep understanding of team processes and full operational activities.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Managed email correspondence and handled incoming and outgoing mail and faxes for the department.
- Reviewed all documents uploaded to department Salesforce portal including insurance applications, medical records, and delivery requirements, and assigned them to the correct team member.
Education
General Studies
Washburn University of Topeka
Psychology
Kansas State University
High School Diploma -
Topeka High School
05.2020
Skills
- Client Relationship Management
- Life Insurance & Annuities Expertise
- Policy Administration
- Workflow & Time Management
- Data Confidentiality
- Salesforce
- Agency Integrator
- Problem Resolution & Issue Escalation
Certification
- Life and Health Insurance License - April 2025 - December 2027
Timeline
Case Manager
Level Four Insurance Agency
05.2024 - Current
Assistant Case Manager
Advisors Excel
10.2022 - 03.2024
Administrative Specialist
Advisors Excel
01.2022 - 10.2022
Operations Intern
Advisors Excel
10.2020 - 01.2022
Psychology
Kansas State University
High School Diploma -
Topeka High School
General Studies
Washburn University of Topeka
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