New Business Manager

Job Summary

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

Key Responsibilities

• Collaborate with internal teams and advisors to support new business cases
• Prepare applications, review for accuracy, and coordinate appointments with the licensing team
• Manage communication between advisors and carriers, ensuring timely application processing

Required Qualifications

• 3-5 years of experience in new business case management for 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