• Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Verify that client work has been completed accurately and in a timely manner • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work • Identify additional client needs, and offer solution-based services

Role Description The Case Manager’s purpose is to assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed. The Case Manager ensures that all cases move as efficiently through the process as possible, accurately and completely documenting all case activity during the application or conversion process. They proactively communicate via phone calls and emails with the advisor, carrier, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers. This is a full-time, remote opportunity working Monday through Friday, 8:30am - 5:30pm CT regardless of residential time zone. - Contribute to the overall success and profitability of the agency. - Own and manage an individual caseload of in‑process life insurance applications from underwriting approval through issue and placement. - Serve as the primary point of contact for all case-related matters, including coordination with internal departments, advisors, and insurance carriers. - Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner. - Build and maintain effective working relationships with regional offices, carrier new business and underwriting teams, and internal team members. - Collaborate on cross-functional projects with operations or other DBS teams to improve efficiency, enhance transparency, and support a seamless customer experience. - Develop a strong understanding of life insurance carrier processes and underwriting guidelines to serve as a trusted new business resource for advisors and their offices. - Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools. - Consistently meet daily production expectations and quality standards for written and verbal communication. - Exempt position (salaried). - Expectation of overtime hours as needed to accomplish daily tasks. Qualifications - Demonstrated time management and organizational skills, with the ability to prioritize workload effectively. - Ability and willingness to support team objectives while also working independently. - Positive attitude with strong problem-solving skills and a customer-focused mindset. - Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers. - Working knowledge of life insurance products, carrier underwriting processes, and illustrations. - Ability to support advisors with questions and usage of DBS website platforms. Requirements - High school diploma or equivalent required. - Minimum of two years of experience within a life insurance or brokerage environment. - Strong working knowledge of life insurance case processing. - Life & Health license preferred. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

• Responsible for inbound and outbound phone sales of life insurance products • Timely follow up on all sales leads • Accurately implement the entire sales process • Meet monthly/quarterly sales goals • Document all conversations with clients accurately

• Responsible for evaluating performance through call monitoring of Insurance lines of business within the Club • Conduct routine and non-routine monitoring, evaluating calls in an objective and non-bias manner • Attending call calibrations meetings and providing candid feedback • Identifying and providing written recommendations of observable behaviors requiring coaching • Documenting feedback in CRM and QA database