New Business Manager

Integrity Marketing Group•Urbandale, IA

About The Position

Brokers International, an Integrity company, is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services. Job Summary The New Business Manager is responsible for supervising a team of Life New Business Representatives. This position will ensure work is properly allocated and completed accurately and timely. This position will assist with escalations and high value cases. This position will work with the Director of Operations and Chief Distribution Officer to ensure the Life New Business team is meeting the expectations of our customers. Oversee life new business activities and provide training on procedures, systems, carriers and products. Assist in the evaluation, improvements and implementation of new business procedures, systems and vendors.

Requirements

Knowledge of Contact Management systems
Knowledge of Microsoft Office
Strong management skills, including ability to coordinate and complete tasks with minimal supervision
Acts in compliance with department, company, and industry standards
Ability to communicate clearly and effectively, verbal and in writing.
Embraces fast pace, demanding work environment
Embraces teamwork but also able to work independently
Follow and abide by the HIPAA guidelines
Must have 1-2 years of leadership experience, management experience preferred.
2 – 4 years of Life Insurance experience.
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Active Life insurance license or able to obtain an insurance license within the first six months of employment.

Responsibilities

Case management by evaluating caseload assignments, case reviews and monitoring to assure quality and timing standards are met, employee training and evaluations, and weekly/monthly management reporting.
Relationship building by facilitating periodic calls and meeting with carriers and vendors to assure standards are being met.
Works closely with agents and wholesalers to build relationships, provide communications and assure service standards are adhered too.
Handles escalated situations with insurance agents, wholesalers, vendors and insurance carriers to ensure appropriate resolution.
Responsible for creating and maintaining new business work procedures, policies, workflows, reporting and work schedules.
Maintains constant communication and partnership with Life Sales Leadership to ensure the excellent service is provided to our customers
Assists with high value or escalated cases by providing assistance and/or coverage on employee’s book of business; reviews new business applications to ensure they are in good order, case follow-up with carriers and on-going communication with agents.