Life Insurance New Business Case Manager

NFP Corp•Minneapolis, MN

3d•Remote

About The Position

Diversified Brokerage Services (DBS), part of NFP and an Aon company, is a leading brokerage general agency specializing in life insurance. With over 50 years of experience, DBS focuses on providing the best possible experience for the advisors they serve. NFP is recognized as a multiple Best Places to Work award winner, known for its consultative advisors and problem-solving approach to addressing significant risk, workforce, wealth management, and retirement challenges. The Case Manager's role is to support advisors through the underwriting and requirement gathering process until a case is placed or converted. This involves ensuring cases move efficiently, accurately documenting all activity, and proactively communicating with advisors, carriers, and other stakeholders to fulfill requirements. Case Managers are expected to provide excellent service by regularly reviewing cases and advocating for advisors and insured individuals with insurance carriers.

Requirements

Demonstrated time management and organizational skills, with the ability to prioritize workload effectively.
Ability and willingness to support team objectives while also working independently.
Positive attitude with strong problem-solving skills and a customer-focused mindset.
Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers.
Working knowledge of life insurance products, carrier underwriting processes, and illustrations.
Ability to support advisors with questions and usage of DBS website platforms.
High school diploma or equivalent required
Minimum of two years of experience within a life insurance or brokerage environment
Strong working knowledge of life insurance case processing

Nice To Haves

Life & Health license preferred

Responsibilities

Contribute to the overall success and profitability of the agency.
Own and manage an individual caseload of in‑process life insurance applications from underwriting approval through issue and placement.
Serve as the primary point of contact for all case-related matters, including coordination with internal departments, advisors, and insurance carriers.
Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner.
Build and maintain effective working relationships with regional offices, carrier new business and underwriting teams, and internal team members.
Collaborate on cross-functional projects with operations or other DBS teams to improve efficiency, enhance transparency, and support a seamless customer experience.
Develop a strong understanding of life insurance carrier processes and underwriting guidelines to serve as a trusted new business resource for advisors and their offices.
Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools.
Consistently meet daily production expectations and quality standards for written and verbal communication.