Remote New Business Case Manager

Banner Life; Frederick (MD); Hybrid; USD 50,000 - 59,000; Full time

Benefits offered by this job

Sign-on bonus

Annual incentives

9 paid holidays

10 vacation days

10 sick days

401K with company match up to 6%

Pension plan

Job summary

Banner Life Insurance Company seeks a New Business Case Manager to own assigned life insurance applications and coordinate between insured, underwriters, general agents and vendors to drive underwriting and new business.

Responsibilities include reviewing applications for completeness, entering data across systems, resolving document discrepancies, delivering prompt service by phone or email, and guiding internal and external partners while meeting productivity and cycle-time goals.

Qualifications

• Some college preferred.
• LOMA-ACS 100 preferred.
• 3+ years experience in a customer service related position with telephone experience.
• 6+ months experience as a New Business Assistant Case Manager, or comparable experience.
• Life, Property and Casualty or Health insurance experience preferred.

Responsibilities

• Review and verify completeness of applications and related documents to ensure accurate data entry, regulatory & legal compliance, and approval of all life insurance policy contracts.
• Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information.
• Accurately decipher documents, notes, and correspondence for additional/anecdotal information to ensure accurate processing and approval of all life insurance policy contracts.
• Provide accurate, prompt and professional service to all inquiries received by phone or in writing, minimizing referrals to the underwriter, while maintaining departmental standards and time service standards.
• Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and/or elevate for further handling.
• Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
• Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio.
• Ensure accurate and timely completion of reports including by not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned.
• Process all other duties as assigned by department management.

Skills

Time management

Interpersonal communication

Detail oriented

Typing 40+ WPM

Microsoft Office

Education

Some college

LOMA-ACS 100

Tools

Microsoft Office

Job description

Banner Life Insurance Company seeks a New Business Case Manager to own assigned life insurance applications and coordinate between insured, underwriters, general agents and vendors to drive underwriting and new business.

Responsibilities include reviewing applications for completeness, entering data across systems, resolving document discrepancies, delivering prompt service by phone or email, and guiding internal and external partners while meeting productivity and cycle-time goals.