Insurance & Annuities Associate Case Management

Description

You are a strategic thinker passionate about driving solutions in Insurance & Annuities . You have found the right team.

As a Life Insurance Case Management Specialist Associate in the Annuities & Life Insurance Business Development Team you will provide end-to-end support for life insurance application conversion collaborating with advisors clients and partner firms. You will manage case submissions monitor pipelines and drive strategic initiatives to enhance operational efficiency. This role offers the opportunity to work independently engage with senior stakeholders and contribute to process improvements that support business growth.

Job responsibilities

• Lead case submission for life insurance applications for clients.
• Assist with collection of client data and completion of required forms for informal and formal applications.
• Monitor status of pending cases and follow up with back-office partners and carriers.
• Submit application packets through Operations and Central Supervision Review.
• Engage with advisors and clients to remediate onboarding and maintenance issues.
• Produce and request product quotes and illustrations.
• Serve as a point of escalation for outstanding items needed to support in-flight business.
• Analyze and leverage business data to support business growth and produce reporting.
• Manage cross-functional collaborations.
• Lead key strategic initiatives within the function.
• Identify and implement process efficiency levers such as automation.

Required qualifications capabilities and skills :

Preferred qualifications capabilities and skills :

Required Experience :

IC

Key Skills

Business Continuity Planning,Hair And Beauty,Advocacy,Food & Beverage,Backend

Employment Type : Full-Time

Experience : years

Vacancy : 1