Company Description 

Lighthouse Life Solutions, LLC (Lighthouse Life) is a dynamic financial services company specializing in life settlements. Our mission is to provide seniors and their families with significant financial resources in retirement by purchasing life insurance policies that they may otherwise surrender for little or no value. Utilizing national television and digital advertising campaigns, we collaborate closely with insurance and financial services professionals to expand our reach and impact. 

 At Lighthouse Life, we foster a culture of innovation and collaboration, valuing work-life balance and offering flexibility in a supportive and enjoyable environment. We are driven by a passion to exceed expectations and seek individuals who are proactive, dedicated, and eager to contribute. 

 This position is remote-first, with occasional travel required for meetings and events. Our headquarters is located in Conshohocken, Pennsylvania, conveniently close to Philadelphia and regional commuter train services for those wishing to be in the office. 

Job Description

Case Processors assist Lighthouse Life Relationship Managers and customers through the process of selling their life insurance policy. This role requires a high degree of organization and attention to detail, as well as an ability to interact with customers and business partners. 

Requirements 

• Customer service experience 
• Experience in a supporting role preferred 

 Characteristics for success 

• The ability to understand detailed policies and procedures
• A penchant for noting when something is not quite right and digging in to identify why  
• A bias for action in finding solutions 
• Your primary motivation comes from within, not from external stimulus  
• The capacity to work on multiple projects concurrently 
• You want what is in the best interests of the customer, even if that means not booking their business 
• You’re a great communicator 

 Responsibilities 

• Gather information necessary for the appraisal of a life insurance policy such as insurance policy illustrations, insurance policies, and authorizations 
• Respond to inquiries from consumers contacting Lighthouse Life (no cold calling) 
• Work within Lighthouse Life’s CRM system to manage cases and carefully document each step in the process 
• Partner with the Lighthouse Life sales teams in managing cases with our clients 
• Other responsibilities within the scope of the insurance policy purchase process as necessary