Insurance New Business Specialist

Valmark Financial Group; Saint Paul (MN); On-site; USD 55,000 - 70,000; Full time

Job summary

Valmark Financial Group is seeking a detail‑oriented Case Manager to handle 80–100 life insurance cases from submission through payment. You will review applications, order medical requirements, provide status updates, resolve issues, and serve as a liaison between Member Offices and carriers.

You will build strong relationships with Member Offices and underwriting teams, advocate for favorable outcomes, promote new business initiatives, and support the New Business Team with project work.

Qualifications

• High school diploma or GED is required.
• Within 3 months of hire date, obtain a Life Insurance Producer’s License.
• Within 1 year, pursue FLMI, ALMI, ACS and/or FINRA/LIC licenses (6/26/63).

Responsibilities

• Manage 80–100 pending life insurance cases from submission through payment.
• Review new life insurance applications and order medical requirements.
• Provide case status updates and resolve issues between Member Offices and carriers.
• Build relationships with Member Offices, carrier underwriting teams, and internal teams.
• Advocate for favorable underwriting and new business outcomes.
• Promote pre-approved new business initiatives to increase usage and awareness.
• Add value to processes by negotiating creative solutions with carriers and clients.
• Assist Operations Manager on new business projects.

Skills

Customer service

Relationship building

Problem solving

Analytical skills

Organizational skills

Independent work

Underwriting knowledge

Education

High school diploma or GED

Life Insurance Producer’s License

FLMI

ALMI

ACS designation

Series 6 license

Series 26 license

Series 63 license

Tools

CRM

Box

Outlook

eAPP

eDelivery

MyCase

Job description

Essential Functions And Responsibilities

Case Management

• Manage an average of 80-100 pending life insurance cases from submission through payment, including reviewing new life insurance applications, ordering medical requirements, providing case status updates, navigating and resolving new business issues, completing quality review, and serving as a liaison between Member Offices and Carriers.


• Develop a good understanding of CRM , Box, Outlook, Connect resources, and Valmark resources, including but not limited to: eAPP, eDelivery, MyCase, CRM, Box Vital Term, PURE, and AI tools.

Relationship Building and Customer Service

• Actively build mutually beneficial relationships with dedicated Member Offices, carrier new business and underwriting teams, and internal team members (Insurance Planning, Concierge, New Business, and Policy Management Teams).


• Provide high-quality customer service, serving as a primary contact for Member Offices in investigating and resolving New Business issues.


• Advocate for the Member Office with the carrier in a manner that is consumer and sales-friendly to achieve the most favorable underwriting and new business outcomes.

Initiative Promotion

• Skillfully promote pre-determined new business initiatives to increase usage, adoption, and awareness.

Problem Solving

• Add value to the new business process when a case encounters challenges by skillfully negotiating a creative solution agreeable to the carrier, Member Office, and their client.

Project Support

• Assist Operations Manager in completing new business-related projects that provide value to the New Business Team.

CORE COMPETENCIES

• Consistently provide quality customer service and navigate difficult situations in the New Business process through strong analytical and problem-solving skills.


• Strong understanding of carrier’s processes and underwriting guidelines.


• Ability to build mutually beneficial relationships with Member Firms and Carrier partners.


• Consistently achieve goals.


• Positive and effective dealing with change.


• Self-starter with the ability to work independently in a fast-paced environment.


• Ability and high capacity to learn multiple areas of discipline, including medical and non-medical underwriting knowledge, new business administration, marketing, and product knowledge.


• High attention to detail and strong organizational skills.

Required Education And Experience

• High school diploma or GED.


• Within 3 months of hire date, obtain a Life Insurance Producer’s License.


• Within 1 year of hire date, holds and/or is actively working towards obtaining one or all of the following: FLMI, ALMI, and/or ACS designation, Series 6, 26, or 63 licenses.

Compensation

Total compensation of $55k-$70k is based on base salary + bonus

POSITION TYPE AND EXPECTED HOURS OF WORK

Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m.

Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status.

Overtime may be required based on business needs.