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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

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