Case Manager, New Business

Job description

Overview Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly. Responsibilities: What you will do: - Responsible for resolving inquiries received via telephone, e-mail, or written correspondence from agents/producers and other clients. Gathers, researches, and analyzes policy information to provide accurate information to each client. - Determines case activation status, processes accounting items, researching additional items if needed before activation and payment to producer/agent. Identifies potential problems and makes decisions based on past similar cases, or escalates those situations that need management attention. - Analyzes and approves cases from Underwriter, reviews for completeness and accuracy. Codes appropriat...