Life New Business Case Manager

Owatonna, Minnesota
Not Specified
Jul 28, 2022
Sep 26, 2022
Job Type
Not Specified
Career Level
Not Specified

As a Life New Business Case Manager, you will review, evaluate and process new Life and Disability Income business transactions and will work closely with our Sales Representatives, Underwriters and insureds. We are seeking a team player with effective phone skills, strong attention to detail, and a flair for handling multiple tasks efficiently.

Additional Responsibilities:

  • Serve as the first point of contact for sale representatives regarding updates and pending policy change requests.
  • Review and evaluate new Life and Disability Income applications to ensure information is complete, accurate and that all criteria is met. Follow up as needed to gather missing data.
  • Own and analyze case information to identify appropriate action to keep the case moving through underwriting to policy issue and adapting quickly to changes.
  • Review underwriting information to determine if changes are needed before generating policy changes.
  • Calculate premiums and coordinate assembly of the policy documents for the Sales Representative to deliver to the client.
  • Provide back up support to other Case Managers as needed.

Minimum Requirements:

  • High School Diploma or GED
  • One year of general business environment experience demonstrating strong problem-solving, attention to detail and multi-tasking skills.
  • Strong computer knowledge.
  • Excellent Microsoft Office skills including: Word, Excel, Outlook and PowerPoint.
  • Proficient keyboard and customer service telephone skills.
  • Ability to work with multiple computer applications, while demonstrating speed, accuracy, and a high attention to detail.
  • Ability to memorize/recall information quickly.
  • An unquestioned ability to retain confidential business and personnel information.

No insurance experience is required.