About M+
M+ is a niche financial services business that works to cultivate and implement innovative planning solutions for high-net-worth clients and their advisors. M+'s three core focus areas for M+ are leveraged insurance, a virtual family office offering, and assets under management. We offer a B2C model as well as a B2B2C model. By partnering with the client’s financial advisor, we provide support and guidance and deliver a gateway to solutions through exclusive industry relationships and venerable insight. In doing so, we go the extra mile by tailoring our strategy around a holistic picture to elevate the client’s financial performance.
M+ Core Values
Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.
People People.
Foster meaningful connections by genuinely caring about others and building strong relationships. Treat everyone with empathy, respect, and kindness, creating a positive and collaborative environment where people feel valued and understood.
Get Shit Done on Time
Deliver on commitments with urgency and precision. Focus on results, take ownership of responsibilities, and ensure projects are completed efficiently without sacrificing quality.
Client’s Needs Above All Others
Prioritize the client’s goals, concerns, and satisfaction in every decision and action. Build trust by consistently putting their best interests first and exceeding their expectations.
Unequivocal Excellence
Strive for perfection in all endeavors, holding yourself and your team to the highest standards. Continuously seek improvement, embrace feedback, and refuse to settle for mediocrity.
Unreasonable Hospitality
Go above and beyond to create extraordinary, memorable experiences for clients and team members. Anticipate needs, deliver surprises, and make people feel genuinely valued and cared for at every touchpoint.
About the Role
The Life Insurance Case Manager plays a critical role in supporting the underwriting and sales process by managing life insurance applications from submission through policy issue. This position acts as the liaison between clients, agents, underwriters, and insurance carriers to ensure a smooth, timely, and efficient experience. The ideal candidate is detail-oriented, organized, and customer-service driven.
Duties + Responsibilities
Qualifications
Characteristics
With diverse backgrounds, perspectives, and broad networks, the most effective team members embody the following characteristics:
Benefits + Compensation
The company is an equal opportunity employer committed to creating an inclusive environment for all employees. We strongly encourage applications from all well-qualified candidates, regardless of race, color, gender, gender identity, religion or religious belief, disability, age, nationality, national or ethnic origin, pregnancy, sexual and reproductive health decisions, sexual orientation, marital or civil partner status, caregiver status, military service eligibility, veteran status, or status in any other category in this regard protected by law.
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