Remote New Business Case Manager

Banner Life family of companies; Urbana (MD); Remote; USD 50,000 - 59,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401K with company match

Pension plan

Paid time off: 10 vacation days, 10 S/

Job summary

Banner Life Insurance Company seeks a New Business Case Manager to own life insurance applications and coordinate between insureds, underwriters, agents, and vendors for efficient underwriting and new business processing.

You will verify documents, enter data across systems, and ensure timely completion of tasks while upholding service standards. This remote EST role offers competitive compensation and benefits.

Qualifications

• Some college preferred.
• LOMA-ACS 100 preferred.
• Basic knowledge of medical conditions and terminology.
• 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 to ensure accurate processing and approval of all life insurance policy contracts.
• 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 with internal and external stakeholders to resolve problems, expedite business, and escalate when needed.
• 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 productivity, time cards, and other goals and objectives as assigned.
• Process all other duties as assigned by department management.

Skills

Time management

Interpersonal skills

Communication skills

Detail oriented

Typing 40 WPM

Proficient in Microsoft Office

Education

Some college

LOMA-ACS 100

Job description

Banner Life Insurance Company seeks a New Business Case Manager to own life insurance applications and coordinate between insureds, underwriters, agents, and vendors for efficient underwriting and new business processing.

You will verify documents, enter data across systems, and ensure timely completion of tasks while upholding service standards. This remote EST role offers competitive compensation and benefits.