Life & Annuity: New Business Case Manager

Catholic Financial Life; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Base salary + incentive eligibility

Group benefits package

Free parking at Home Office

Wellness subsidy

Remote on Fridays

Summer Fridays 1:30 PM

Job summary

Trusted Fraternal Life in Milwaukee, WI is seeking a New Business Case Manager to support Sales and Underwriting by owning life and annuity new business cases and maximizing issued and placed business.

The role requires strong problem solving, research skills, and the ability to handle complex questions, while providing proactive service and guidance to the Sales team. A comprehensive benefits package and flexible work options are available.

Qualifications

• Post-secondary degree or equivalent experience in related field.
• Excellent oral and written communication with high level of professionalism.
• Excellent decision-making skills with an eye towards finding “win-win” solutions.

Responsibilities

• Manages the life cycle of each application working closely with the sales professionals and underwriters while demonstrating an ownership mentality
• Displays critical thinking and proactive case management skills throughout the new business process
• Engages in proactive communication to sales professionals regarding submitted applications as well as build rapport and loyalty through excellent support and guidance
• Conducts professional and accurate telephone interviews with the applicants for completion of the medical Part II of the life application
• Works with multiple cases at one time, prioritizes workload with direction and provides updates on key/critical cases

Skills

Communication

Decision making

Teamwork

MS Office

Bilingual

Education

Post-secondary degree

Tools

Microsoft Office

Proprietary software

Job description

Trusted Fraternal Life in Milwaukee, WI is seeking a New Business Case Manager to support Sales and Underwriting by owning life and annuity new business cases and maximizing issued and placed business.

The role requires strong problem solving, research skills, and the ability to handle complex questions, while providing proactive service and guidance to the Sales team. A comprehensive benefits package and flexible work options are available.