Careers @ 3 Mark

Career Opportunities at 3 Mark

There’s an opportunity for everyone on our dynamic team. Whether you’re on our sales and support team, marketing or administrative support, there’s a place for you as we work to make 3 Mark the best marketing organization in the country.

Current Job Opportunities:

Underwriting Case Manager

  • Essential Duties and Responsibilities:
    • Manage a case load of approximately 200 applications accurately and efficiently
    • Establish and maintain relationships with affiliates and agents of 3 Mark and act as new business liaison between them and 3 Mark carriers
    • Review incoming applications to ensure they are in good order for data entry into our agency management system (Smart Office)
    • Order and/or follow up on exams, APS and other underwriting requirements as needed
    • Process weekly follow-ups on pending business to ensure outstanding requirements are satisfied. Submit forms and requirements to the carrier via our document management system (PaperClip). Make certain case is completed in a timely manner.
    • Effectively communicate both written and oral new business status with affiliates and agents

    Knowledge, Skills, and Abilities:

    • Computer savvy to include excellent typing and data entry skills
    • Strong communication skills
    • Problem solving and analytical skills
    • Ability to complete tasks, balance and prioritize daily workload to ensure our posted turnaround times are met each day

    Education and Experience:

    • Background in processing life new business in a brokerage or home office environment, preferred
    • Prior experience working with Agency Management systems such as Smart Office a plus but not required
    • Bilingual is a plus but not required


  • Salary based on experience
  • Company reimbursed medical premiums
  • 401(k) with company matching
  • Dental, vision, life insurance and disability insurance offered with reasonable rates

About Us

3 Mark Financial, Inc. is one of the nation’s premier insurance marketing organizations dedicated to providing innovative insurance solutions and increasing the success of producers and agency managers.

Specializing in life insurance, annuities, disability income and long-term care, 3 Mark has been a comprehensive resource for premium products and services for over 30 years. 3 Mark producers and agency managers benefit from our unmatched industry expertise, the strength of our influence with the nation’s top insurance carriers and state-of-the-art proprietary tools and technology.

Please Contact:

Betsy Riley