Associate New Business Case Manager
Core
Process new business applications, ensure compliance and completeness, and generate contracts for agents and clients.
Role type
Associate New Business Case Manager
Builds
Insurance contracts and customer/agent relationships
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
data entry, compliance review, application analysis, contract generation, issue resolution, follow-up communication
Preferred skills
none stated
Technologies
workflow systems, administrative systems
Responsibilities
Perform index and data entry of application information; review and analyze application data for completeness and compliance; serve as point of contact for agents and clients regarding application requirements; follow up on pended contracts; research and coordinate issue resolution for new business status.
Seniority
Associate, entry-level IC
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