National Life
New Business Case Management Specialist - Mandarin Speaking
Addison, TX +5 · Remote · Full-time · Posted Jun 29, 2026
- Location
- Addison, TX
Montpelier, VT
Remote, USA
Addison, TX
Montpelier, VT
Remote, USA - Experience
- 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s).
- Education
- A college degree is not required; it is preferred.
- Visa sponsorship
- No visa sponsorship is offered for this position.
About the job
Processes life insurance applications by assessing risk, coordinating with agents and agencies, resolving application issues, and providing customer support in Mandarin and English.
What you'll do
- Assess medical, nonmedical, and financial risk factors and determine appropriate application ratings.
- Process applications in workflow systems and serve as the primary liaison with agents or agencies throughout each application’s lifecycle.
- Communicate with agents and agencies by phone, email, and CRM, helping resolve application issues.
What they ask for
- 2+ years of professional customer-interaction experience in life insurance and/or annuities.
- Mandarin speaking.
- Successfully pass a background check, which may include fingerprinting.
Nice to have
- College degree.
- Detail-oriented, adaptable communicator with strong customer service, problem-solving, and multitasking skills.
Pay
$18 — $27 USD (hourly pay range)
Tools
workflow management systems, CRM
AI focus
Expected to use approved AI tools where appropriate, stay open to AI-enabled workflows, review and validate AI-generated content, and use AI responsibly under company policies and guiding principles.
Model-written summary · the original posting is authoritative