New Business Case Manager

Banner Life family of companies•Frederick, MD

5d•$49,500 - $59,400•Remote

About The Position

The New Business Case Manager will take ownership of each assigned life insurance application and act as liaison between proposed insured(s), underwriters, general agents, and vendors to facilitate the underwriting and new business process for each application by obtaining any outstanding requirements needed.

Requirements

Basic knowledge of medical conditions and terminology
3+ years experience in a customer service related position with telephone experience
6+ months experience as a New Business Assistant Case Manager, or comparable experience
Excellent time management and interpersonal and communication skills
Detail oriented and high tolerance for repetitive tasks
Typing 40+ WPM
Proficient in Microsoft Office
Ability to work independently and within a team environment
Ability to telecommute from primary residence
DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps

Nice To Haves

Some college preferred
LOMA-ACS 100 preferred
Life, Property and Casualty or Health insurance experience preferred
Flexible to work overtime on occasion to meet business needs, strongly preferred

Responsibilities

Review and verify completeness of applications and related documents to ensure accurate data entry, regulatory & legal compliance, and approval of all life insurance policy contracts.
Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information (e.g. special handling/requests, conversation notes, etc.) to ensure accurate processing and approval of all life insurance policy contracts.
Accurately decipher documents, notes, and correspondence for additional/anecdotal information to ensure accurate processing and approval of all life insurance policy contracts.
Provide accurate, prompt and professional service to all inquiries received by phone or in writing, minimizing referrals to the underwriter, while maintaining departmental standards and time service standards.
Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and/or escalate for further handling.
Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio.
Ensure accurate and timely completion of reports including by not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned.
Process all other duties as assigned by department management.