Bilingual New Business Case Manager
Core
Manage new business applications from submission to completion, providing high-touch support to producers and resolving issues to ensure efficient underwriting and policy issuance.
Role type
Senior IC case manager (insurance)
Builds
New business applications and certificates for life insurance products
Domain
Life insurance and financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
case management, application review, documentation processing, producer communication, escalation resolution, process improvement, regulatory knowledge, time management, analytical problem solving
Preferred skills
LOMA or NAILBA certification, US life insurance application experience
Technologies
case management systems, digital communication portals
Responsibilities
Manage assigned new business applications and certificates end to end; Answer inbound service calls in English and Spanish; Review applications and documentation for completeness; Gather and enter information for underwriting decisions; Track and resolve outstanding documentation and delivery requirements; Investigate and resolve producer or customer escalations; Maintain accurate electronic records and archive case-specific documentation.
Seniority
Mid-level, hands-on IC
