Life Insurance Case Management Specialist - VP
Company: JPMorganChase
Location: Jersey City
Posted on: April 1, 2026
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Job Description:
Description J.P. Morgan Chase & Co. is a leading global
financial services firm with assets of more than $2.7 trillion,
over 240,000 employees and operations in over 60 countries. It
operates across four business segments including Asset & Wealth
Management, Corporate and Investment Banking, Commercial Banking
and Consumer and Community Banking . J.P. Morgan Asset & Wealth
Management is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals, and
retail investors in every major market throughout the world. For
individual and institutional investors, the business provides
retirement plan programs, products and services, brokerage and
banking services including trusts and estates, loans, mortgages,
and deposits. The Life Insurance Case Management Specialists role
will be focused on the support of the Life Insurance operations for
the Private Bank and JP Morgan Advisors channels. The Case
Management Specialist position is responsible for supporting the
Life Specialists teams with application fulfillment, informal and
formal pipeline management, inventory management with BGA partner
firms, maintenance and updating systems, and driving the growth of
the business. Job 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 Required
Qualifications, Skills, and Capabilities: 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
Keywords: JPMorganChase, Westport , Life Insurance Case Management Specialist - VP, Accounting, Auditing , Jersey City, Connecticut
