New Business Case Manager - 05

Overview

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.

Responsibilities

• 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 escalate 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.

Qualifications

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 range for this position is $49,500 - $59,400 annually. This is a remote opportunity working from 9:30AM to 6PM EST.


The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.