Life Insurance Case Manager: New Business Coordinator

Cetera Financial Group Inc; Dallas (TX); On-site; USD 46,000 - 61,000; Full time

Job summary

NFG Brokerage is seeking an Insurance Case Management Associate to support financial professionals through the new business process, from application submission to policy issue. You will coordinate with carriers, update status, and resolve underwriting requirements with accuracy and professionalism in a fast-paced environment.

Ideal candidates have experience in new business processing or case management within financial services, strong communication skills, and a detail-oriented mindset.

Qualifications

• Experience in new business processing or case management within financial services.
• Strong communication and problem solving with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Willingness to learn and self-teach.

Responsibilities

• Serve as primary contact between financial professionals and carriers during the insurance new business process.
• Review applications for accuracy and compliance with carrier and regulatory requirements.
• Coordinate with carriers and financial professionals to track progress and ensure timely policy issue.
• Proactively communicate case status updates to financial professionals.
• Identify and resolve processing delays to meet service standards.
• Maintain detailed case notes in applicable systems for transparency.
• Provide guidance on best practices for submitting new business and avoiding delays.
• Support initiatives to improve efficiency and advisor experience.
• Perform additional duties as assigned.

Skills

Insurance case management

Financial services

Tools

SmartOffice

Job description

NFG Brokerage is seeking an Insurance Case Management Associate to support financial professionals through the new business process, from application submission to policy issue. You will coordinate with carriers, update status, and resolve underwriting requirements with accuracy and professionalism in a fast-paced environment.

Ideal candidates have experience in new business processing or case management within financial services, strong communication skills, and a detail-oriented mindset.