Life 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

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.