New Business Case 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

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:

As a New Business Case Manager, you will:

• 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

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.