New Business Manager

A company is looking for a New Business Manager to support new life insurance business operations. Key Responsibilities Collaborate with internal teams and advisors to support new business cases Prepare applications, review for accuracy, and coordinate appointments with the licensing team Manage communication between advisors and carriers, ensuring timely application processing Required Qualifications 3-5 years of experience in new business case management for insurance products Familiarity with Agency Integrator, Paperclip, and Microsoft Office Suite Strong understanding of insurance terminology and carrier processes Experience working with a broker general agency Bachelor's degree preferred

Jun 4, 2025 - 17:50
 0
New Business Manager
A company is looking for a New Business Manager to support new life insurance business operations. Key Responsibilities Collaborate with internal teams and advisors to support new business cases Prepare applications, review for accuracy, and coordinate appointments with the licensing team Manage communication between advisors and carriers, ensuring timely application processing Required Qualifications 3-5 years of experience in new business case management for insurance products Familiarity with Agency Integrator, Paperclip, and Microsoft Office Suite Strong understanding of insurance terminology and carrier processes Experience working with a broker general agency Bachelor's degree preferred