New Business Case Manager

Catholic Financial Life

Milwaukee (WI)

On-site

USD 55,000 - 75,000

Full time

14 days+

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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

Agent

Careers

Don’t see a position right for you? Trusted Fraternal Life is always looking to meet passionate and talented individuals who would like to join our team.

Position: New Business Case Manager Location: Milwaukee, WI

Job Id: 236 # of Openings: 1

The purpose of this position is to provide proactive support to Trusted Fraternal Life’s Sales professionals and the Underwriting team by acting as owners of Life and Annuity new business cases and striving to maximize the number of cases issued and placed.

This role requires a deep understanding of what Sales professionals need to be successful, in addition to a broad depth of new business and underwriting knowledge. Individuals in the role must have the ability to quickly understand and research unusual and complex questions with undefined parameters and produce accurate responses.

WHAT YOU'LL DO

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

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
Bilingual/Spanish Communication a plus

WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

About Trusted Fraternal Life

Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.

Our Mission...

Trusted Fraternal Life’s purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow. Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives. Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.

Why Trusted Fraternal Life

Our associates are Trusted Fraternal Life’s most valued resource.We offer competitive salaries, objectively based on salary surveys, and a comprehensive benefit package for full-time associates.Thank you for your interest in Trusted Fraternal Life!

Benefits