New Business Case Manager

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

The New Business Case Manager will take ownership of each assigned life insurance application and act as liaison between proposed insured(s), underwriters, general agents, and vendors to facilitate the underwriting and new business process for each application by obtaining any outstanding requirements needed.

• Review and verify completeness of applications and related documents to ensure accurate data entry, regulatory & legal compliance, and approval of all life insurance policy contracts.
• Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information (e.g. special handling/requests, conversation notes, etc.) to ensure accurate processing and approval of all life insurance policy contracts.
• Accurately decipher documents, notes, and correspondence for additional/anecdotal information to ensure accurate processing and approval of all life insurance policy contracts.
• Provide accurate, prompt and professional service to all inquiries received by phone or in writing, minimizing referrals to the underwriter, while maintaining departmental standards and time service standards.
• Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and/or elevate for further handling.
• Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
• Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio.
• Ensure accurate and timely completion of reports including by not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned.
• Process all other duties as assigned by department management.

Education

Some college preferred

LOMA-ACS 100 preferred

Experience/Knowledge

Basic knowledge of medical conditions and terminology

3+ years experience in a customer service related position with telephone experience

6+ months experience as a New Business Assistant Case Manager, or comparable experience

Life, Property and Casualty or Health insurance experience preferred

Skills

Excellent time management and interpersonal and communication skills

Detail oriented and high tolerance for repetitive tasks

Typing 40+ WPM

Proficient in Microsoft Office

Ability to work independently and within a team environment

Flexible to work overtime on occasion to meet business needs, strongly preferred

Ability to telecommute from primary residence

DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps

What’s in it for you?

The expected hiring compensation…