Life Insurance Business Manager

Job Summary

A company is looking for a New Business Manager to support new life insurance business operations.

Key Responsibilities

• Coordinate with internal teams and carriers to ensure smooth application processing
• Prepare and review applications for accuracy and facilitate communication between advisors and carriers
• Manage scheduling for client interviews and maintain accurate documentation in relevant portals

Required Qualifications

• 3-5 years of experience in new business case management for life and related insurance products
• Familiarity with Agency Integrator, Paperclip, and Microsoft Office Suite
• Strong understanding of insurance terminology and carrier processes
• Experience working with a broker general agency
• Bachelor's degree preferred