New Business Case Management Specialist - Spanish Speaking
About The Position
Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind. In addition to assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results. A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM. You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application. We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!
Requirements
- 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)
- Must be able to successfully pass a background check that may include fingerprinting
- Bilingual speaking associate - Spanish speaking
Nice To Haves
- 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 judgement 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
- Assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications
- Processing applications in workflow management systems
- Collaborating within a team
- Effectively communicating with the agent/agency via phone, email, and CRM
- Serving as the primary liaison with the producing agent(s)/agency throughout the life cycle of each application
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
- Discretionary annual incentive programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
