Associate New Business Case Manager - Remote
Symetra · US
Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager ! About the role The Associate New Business Case Manager is re...
Job description
Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager ! About the role: The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract. What you will do: - Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems. - Review and analyze all application data entry and determine if an application is in good order. - Develops a working knowledge of the products and services offered within the department. - Review file for completeness, once complete issue a contract. - Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance. - This includes but is not limited to promptly responding to routine and non-routine telephone or e-mail inquiries as well as making outbound foll...