New Business Case Management Specialist - Mandarin Speaking
About The Position
National Life Group, a rapidly growing insurance company founded in 1848, is seeking a bilingual Mandarin-speaking Case Management Specialist. This role focuses on delivering a superior customer experience to distribution channels (agents/agencies) by ensuring life insurance applications are processed with speed, accuracy, and a caring approach. The specialist will assess basic life insurance risk, provide information to customers, resolve application issues, and collaborate with the team to achieve results. A typical day involves assessing medical, nonmedical, and financial risk factors, determining appropriate ratings for life applications, processing applications using workflow management systems, and communicating effectively with agents/agencies via phone, email, and CRM. The specialist will serve as the primary liaison with producing agents/agencies throughout the application lifecycle. The company offers professional and personal development opportunities through NL University and fosters a collaborative work environment where employees are encouraged to live the values: Do good. Be good. Make good.
Requirements
- 2+ years of professional work experience interacting with customers in life insurance and/or annuity fields.
- Bilingual in Mandarin speaking.
- Must be able to successfully pass a background check that may include fingerprinting.
Nice To Haves
- Passionate about working for a company with a cause-driven culture.
- College degree is preferred, but high-quality skills, experience, and a winning attitude are valued.
- Detail-oriented and great at multi-tasking in a fast-paced environment.
- Excellent communicator, with empathy and strong listening skills.
- Results-oriented, great with people, and not afraid to lead.
- Intuitive problem-solver who thinks critically and creatively to deliver the right solution.
- Enjoys delighting customers with exceptional service.
- Exercises sound judgment and independent thinking in decision making, while balancing the need for collaboration in a team.
- Has a knack for seeing how things can be done more efficiently and effectively, and is open to continuous improvement and change.
- Demonstrates a healthy curiosity and passion to continually learn and improve business acumen.
- Adaptable and can roll with change that occurs within a rapidly growing company.
Responsibilities
- Assess medical, nonmedical, and financial risk factors for life insurance applications.
- Determine appropriate rating for life insurance applications.
- Process applications using workflow management systems.
- Collaborate within a team to achieve results.
- Effectively communicate with agents/agencies via phone, email, and CRM.
- Serve as the primary liaison with producing agents/agencies throughout the life cycle of each application.
- Deliver a superior customer experience to distribution channels.
- Ensure life insurance applications are processed with speed, accuracy, and caring curiosity.
- Provide information to customers and help resolve application issues.
Benefits
- Benefits start day one and are flexible and customizable.
- 401(k) eligibility.
- Various paid time off benefits, such as vacation, sick time, and parental leave.
- Potential to participate in National Life’s discretionary annual incentive programs.
- Professional and personal development opportunities through NL University.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
