Life New Business Case Associate- Vermont

National Life • Montpelier, VT

329d • $16 - $29

About The Position

As a Case Manager at National Life Group, you will deliver a superior customer experience to the distribution channels by ensuring life insurance applications are processed with speed, accuracy, and caring curiosity. You will assess basic life insurance risk, empower customers by providing information, help resolve application issues, and collaborate with the team to achieve results. A typical day involves assessing medical, nonmedical, and financial risk factors, processing applications in workflow management systems, and effectively communicating with agents/agencies throughout the application lifecycle. You will be part of a small, collaborative team working towards annual goals while developing yourself and your teammates.

Requirements

• 2+ years of professional work experience interacting with customers.
• Detail-oriented and able to multi-task in a fast-paced environment.
• Excellent communication skills with empathy and strong listening abilities.
• Results-oriented with a knack for problem-solving.
• Ability to exercise sound judgment and independent thinking.

Nice To Haves

• A college degree is preferred but not required.
• Passion for working in a cause-driven culture.

Responsibilities

• Assess medical, nonmedical, and financial risk factors for life insurance applications.
• Process applications in workflow management systems.
• Communicate effectively with agents/agencies via phone, email, and CRM.
• Serve as the primary liaison with producing agents/agencies throughout the application lifecycle.
• Collaborate with team members to achieve results.

Benefits

• Competitive pay and outstanding health, wellness, and insurance benefits.
• Genuine opportunities for growth and career advancement.
• Paid training and development through NL University.
• Over $5k in annual tuition reimbursement.
• Paid time off and holidays.
• 40 hours of paid community service hours annually.
• Onsite fitness center.
• A culture committed to inclusion and diversity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed