New Business Case Manager-Life Insurance
Company: Opes One
Location: Tulsa
Posted on: June 26, 2022
Job Description:
Purpose and Success Factors
The New Business Administrator is responsible for contributing to
the successful business operations of the organization. The
incumbent is directly responsible for timely and efficient
administration of new business applications received from sales
associates. Must be able to consult and coordinate with, sales
managers, sales associates and key Guardian associates on matters
pertaining to new business from time of receipt through final
disposition. Critical factors of success include:
- A trusted associate of the agency team.
- Demonstrated expertise in all areas of insurance application
processing in a small business environment.
- Fosters collaborative relationships between individuals and
functional areas within the organization.
- Partners with sales associates to improve the quality of the
application submission. Major Responsibilities Manage incoming
application
- Follow effective and efficient routines to identify when new
business comes in from sales associates and continue field
underwriting process
- Evaluate applications for completeness and reconcile with sales
associates as needed
- Input into Guardian proprietary systems for underwriting
- Promptly reconcile problems and outstanding items to prevent
delays in the submission process Manage pending business
- Follow progress of all applications through home office
underwriting process
- Order underwriting requirements and update status in agency
records accordingly
- Correspond with sales associates to follow up on outstanding
requirements. Provide timely and regular status reporting to
them
- Correspond with Home Office case managers and underwriters to
reconcile all matters that could hinder efficient policy issue
Manage issued business
- Follow effective and efficient routine to identify newly issued
business and understand delivery requirements
- React promptly to prepare policy for delivery and route to
sales associate via appropriate delivery method
- Establish and maintain methods for following up with sales
associates to assure prompt policy delivery
- Establish and maintain effective follow up to assure the
delivery requirements are received by Home Office and policy is
recorded as paidAudit and reporting
- Be proficient in use of Home Office new business reporting
tools and be prepared to provide up-to-date status to agency
leadership and sales associates
- Maintain confidential or sensitive financial files in a secure
location under lock-and-key The above includes most significant
duties performed. However, other occasional work assignments not
mentioned are assumed to be included. Management may in its sole
discretion assign and/or reassign duties and responsibilities at
any time. Education/Experience
- Minimum high school diploma required; some college a plus
- Field insurance underwriting experience preferredo Life and
health insurance license preferred Knowledge, Skills & Abilities
- Ability to multi-task and apply time management best practices
in fast-paced agency environment
- Tact, good judgment, and the ability to communicate effectively
both verbally and in writing
- Self-starter who takes initiative and champions ideas and
innovations
- Must be able to keep sensitive information confidential
- General computer skills - Microsoft Business Suiteo Must be
detail oriented and well organized Competencieso Analytical
thinking o Focusing on detail o Self-assurance o Collaborates with
others o Demonstrates business knowledge o Demonstrates
initiative
Keywords: Opes One, Tulsa , New Business Case Manager-Life Insurance, Executive , Tulsa, Oklahoma
Didn't find what you're looking for? Search again!
Loading more jobs...