Life Insurance Case Manager

Job Summary

A company is looking for a New Business Case Manager to provide support to key business partners in the life insurance process.

Key Responsibilities

• Negotiate underwriting offers and manage components of the new business process
• Proactively communicate with advisors and ensure timely progression of cases from submission to placement
• Serve as a single point of contact for customers, resolving complex inquiries and ensuring superior service

Required Qualifications

• Strong knowledge of the life insurance process, including permanent and term products
• Experience with desktop applications such as Outlook, Word, and Excel; familiarity with Smart Office and Salesforce.com is a plus
• Critical thinking skills to identify and troubleshoot complex problems
• Ability to work independently in a fast-paced environment while managing critical deliverables
• Experience in employee training and mentoring may be required