New Business Case Manager

We are looking for a New Business Case Manager to join our team. The New Business Case Manager, you will provide knowledge to assist with moving new business through the carriers as quickly as possible, while providing daily support to clients and agents with thorough knowledge of company and carrier standards.

Responsibilities:

• Process new life and annuity business to include scrubbing applications, ordering paramed/lab exams, suitability review, submitting application to the carrier, check status and resolve any not in good order issues, client conference calls to facilitate transfers and rollovers 
• Manage the business all the way from the beginning until the case is finalized. 
• Provide post-issue customer service and daily agent support. 
• Customer relationship support through the new business process. 
• Back-up sales support, including illustrations and product knowledge. 
...