Individual Insurance New Business Specialist

Job Description

Job Description

We are a busy, multi-carrier insurance brokerage agency. We partner with 20+ top disability and life insurance carriers. We are looking for a dedicated and detail-oriented individual insurance case manager to join our IRA Brokerage team. In this role, you'll manage individual insurance applications from start to finish, helping ensure a smooth process from submission to issuance and beyond. You will also serve as a key point of contact, coordinating clear communication between agents, carrier partners, and our internal marketing team. If you enjoy being organized, helping people, and keeping things running efficiently, this role is a perfect fit!

Responsibilities

• Review and process new disability income and life insurance applications, ensuring compliance with underwriting guidelines.
• Maintain accurate, up-to-date records and documentation, identifying and preventing errors before they impact workflow.
• Support the underwriting process by tracking new business applications from submission through approval.
• Handle processing of policy service requests, including reinstatements and conversions.
• Manage confidential information, including ordering, reviewing, and tracking medical records and other sensitive documents.
• Enter and maintain application and policy data in the Client Relationship Management (CRM) system accurately and efficiently.
• Communicate clearly and professionally with insurance carriers, agents, and internal teams via phone and email.
• Generate reports, monitor follow-ups, and provide updates to support efficient case management.

Qualifications

• Active Life and Health License in the state of Michigan.
• Required - 2 years of experience working in the life insurance industry, preferably on the individual side.
• Attention to detail and accuracy in data handling.
• Excellent communication and follow-up skills.
• Ability to handle confidential information with discretion.
• Experience handling multiple applications and deadlines in a fast-paced environment.

IRA Brokerage, Inc. is a well-respected brokerage agency in Michigan with over 100 years of combined insurance experience from our team. We work closely with our insurance carriers to bring our agents the best possible solution for their valued clients. We are known for our expertise in handling complex cases with impaired risks. Our agents have access to the full range of resources and knowledge needed to succeed with their clients.

Company Description

IRA Brokerage, Inc. is a well-respected brokerage agency in Michigan with over 100 years of combined insurance experience from our team. We work closely with our insurance carriers to bring our agents the best possible solution for their valued clients. We are known for our expertise in handling complex cases with impaired risks. Our agents have access to the full range of resources and knowledge needed to succeed with their clients.