New Business Specialist responsible for end-to-end case management of life new business applications, ensuring SLAs are met and communicating with advisors and insurance carrier partners.
Requirements
- Provide case management to assigned advisor ensuring SLAs are met
- Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues
- Order all medical requirements depending on the circumstances of the case
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout underwriting process to completion
- Ensure advisors receive clear and consistent communication regarding pending cases
- Work extensively with back office systems, WealthServ, as well as insurance carrier websites
- Update and maintain WealthServ system with current information at all times
- Responsible for maintaining an organized filing system for easy referral and retrieval
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement