New Business Case Coordinator

Job Summary

Supporting Disability Insurance products, the full-time remote New Business Case Coordinator will manage new business applications from receipt to closure, ensuring timely and accurate processing while coordinating between financial professionals and internal partners.

Key responsibilities

• Facilitate the processing of new business cases, ensuring application completeness and ordering necessary underwriting requirements
• Track case progress to meet service standards and provide regular updates to stakeholders while assisting financial professionals with inquiries
• Establish effective relationships by educating field staff on new business processes and serving as a subject matter expert in new business processing

Required qualifications

• Bachelor's degree or equivalent work-related experience required
• Broad understanding of insurance operations, products, and concepts
• Strong computer skills and proficiency in keyboarding
• Ability to prioritize work and maintain service standards under pressure
• Effective team player with solid product knowledge across all lines