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New Business Case Manager
A company is looking for a BOLI/ COLI New Business Case Manager. Key Responsibilities: Manage the new business process for assigned relationships, interacting with internal teams and partner offices Correspond with wholesalers and brokers on new business cases and ensure all documentation is accurate Process underwritten business and communicate with agencies during underwriting review Qualifications: 1+ years of experience in insurance, annuity, retirement, finance, or a Bachelor's degree in Business or related field Minimum of 1 year experience working independently in a fast-paced environment Strong team player with the ability to handle challenging conversations Proficiency in using multiple systems and repositories Adaptability to changing environments while maintaining productivity
A company is looking for a BOLI/ COLI New Business Case Manager.
Key Responsibilities:
Manage the new business process for assigned relationships, interacting with internal teams and partner offices
Correspond with wholesalers and brokers on new business cases and ensure all documentation is accurate
Process underwritten business and communicate with agencies during underwriting review
Qualifications:
1+ years of experience in insurance, annuity, retirement, finance, or a Bachelor's degree in Business or related field
Minimum of 1 year experience working independently in a fast-paced environment
Strong team player with the ability to handle challenging conversations
Proficiency in using multiple systems and repositories
Adaptability to changing environments while maintaining productivity