Life & Annuity New Business Manager

Trusted Fraternal Life; Milwaukee (WI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Free parking

Wellness subsidy program

Remote on Friday

Summer Fridays

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 issuance. You will manage lifecycle with sales and underwriters, perform telephone interviews for medical Part II, prioritize multiple cases, and communicate proactively to sales professionals.

The role offers a base salary with incentive eligibility, full group benefits, wellness subsidy, remote Friday option, and Summer

Qualifications

• Post-secondary degree or equivalent experience in related field.
• Excellent oral and written communication skills with high level of professionalism.
• Excellent decision-making skills with an eye towards finding “win-win” solutions.
• Self-starter with excellent teamwork skills and an innate sense of urgency.
• Proficient in Microsoft Office and the ability to learn proprietary software.

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

Excellent communication

Decision making

Proactive case management

Self-starter with urgency

Teamwork

Microsoft Office

Education

Post-secondary degree or equivalent

Tools

Microsoft Office

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 issuance. You will manage lifecycle with sales and underwriters, perform telephone interviews for medical Part II, prioritize multiple cases, and communicate proactively to sales professionals.

The role offers a base salary with incentive eligibility, full group benefits, wellness subsidy, remote Friday option, and Summer