Associate New Business Case Manager
Core
Process new business applications, ensure compliance and completeness, and generate contracts for agents and wholesalers.
Role type
Associate New Business Case Manager
Builds
Insurance contracts and customer/agent relationships
Domain
Insurance / Financial Services (via careerplan.io/jobs/446720650360-associate-new-business-case-manager-at-symetra)
Required skills
data entry, application review, compliance verification, contract issuance, relationship management, file completeness checks, risk identification, process improvement coordination, report analysis, keyboard proficiency
Preferred skills
none stated
Technologies
workflow systems, administrative systems
Responsibilities
Perform index and data entry of application information; Review and analyze application data for compliance and completeness; Serve as primary point of contact for agents and internal wholesalers; Maintain frequent communications to gather requirements and resolve inquiries; Follow up on pending contracts with outstanding requirements; Research and coordinate issue resolution for new business status.
Seniority
Entry-level, hands-on IC