New Business case Manager
Company Name:
3-Mentors
The Business Development Support Specialist maintains primary ownership of cases during the life insurance underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a 1st Class Customer Service experience, based on our customer's expectations, throughout the life cycle of the process
Essential Duties and
Responsibilities:
Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
Also responsible for review of all compliance related activities based on protocol from our client firms.
Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements.
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Maintains internal processing database to document work activity and communication on all assigned cases
Acts as a conduit for all issues associated with a case to include coordination with all internal departments
May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent
Follows up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified time frame
Taking initiative to review other than applied for offers to determine if alternatives exist to secure the best possible offer bases on the client's expectations.
Desired Skills and Experience
Required Skills and Competencies:
Exceptional interpersonal, analytical and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion. Experience with PC's in a Windows environment
Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet.
Proficiency with office equipment including fax machines, copiers, telephone systems, etc.
Four year college degree in business or a related field or equivalent combination of education and relevant experience is desired but not a requirement
4
years of customer service experience
1-2 years of Life insurance experience preferred
Demonstrated history of relationship management success
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Demonstrated time management and organizational skills
Strong attention to detail and accuracy
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
Ability to react to change in a productive and positive manner
Ability and willingness to support team to accomplish team goals
LOCAL candidates only (Suwanee area).
Send Resume - Salary Requirement (Required).
Position is $30 - $35/yr.
-Benefits Package (including Health, Dental, Vision and Life Insurance & Paid Time Off!) after 90 days
-(Company match 401k) after 1 yr. - GREAT place to work!!
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
3-Mentors
The Business Development Support Specialist maintains primary ownership of cases during the life insurance underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a 1st Class Customer Service experience, based on our customer's expectations, throughout the life cycle of the process
Essential Duties and
Responsibilities:
Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
Also responsible for review of all compliance related activities based on protocol from our client firms.
Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements.
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Maintains internal processing database to document work activity and communication on all assigned cases
Acts as a conduit for all issues associated with a case to include coordination with all internal departments
May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent
Follows up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified time frame
Taking initiative to review other than applied for offers to determine if alternatives exist to secure the best possible offer bases on the client's expectations.
Desired Skills and Experience
Required Skills and Competencies:
Exceptional interpersonal, analytical and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion. Experience with PC's in a Windows environment
Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet.
Proficiency with office equipment including fax machines, copiers, telephone systems, etc.
Four year college degree in business or a related field or equivalent combination of education and relevant experience is desired but not a requirement
4
years of customer service experience
1-2 years of Life insurance experience preferred
Demonstrated history of relationship management success
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Demonstrated time management and organizational skills
Strong attention to detail and accuracy
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
Ability to react to change in a productive and positive manner
Ability and willingness to support team to accomplish team goals
LOCAL candidates only (Suwanee area).
Send Resume - Salary Requirement (Required).
Position is $30 - $35/yr.
-Benefits Package (including Health, Dental, Vision and Life Insurance & Paid Time Off!) after 90 days
-(Company match 401k) after 1 yr. - GREAT place to work!!
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
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