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New Business Case Manager
Location:
Farmers Branch, TX
Description:
POSITION SUMMARY : Not inclusive listing of all duties that will be required to be preformed Review, analyze, trouble shoot, and process incoming appointment applications for accuracy and completeness. Follow up (via e-mail or telephone) with life insurance agents (or their staff) on missing requirements and/or to clarify information. Data Enter information into proprietary home office systems. Submit contracting paperwork to the appropriate life insurance carriers through a variety of delivery systems. Track new agents processed via team tracking system Monitor and respond to various correspondence within Outlook QUALIFICATIONS & EXPERIENCE : (Includes but not limited to) 1- 2 years' experience in a processing role, with daily production goals & quality metrics to meet Ability to grasp concepts quickly Organized, self-starter, motivated high performer Dependable and reliable Coachable Positive, can-do attitude Comfortable working in a fast-paced environment Highly accountable; takes ownership and drives sense of urgency Very detail oriented, accurate, high quality and quantity of work output Good problem solving and analytical skills Familiarity with basic math Excellent interpersonal skills; able to build strong relationships in the home office, and with independent insurance sales agents and their staff Good customer service skills Ability to work with different personality types and styles, in person or by phone Excellent written & oral communication skills (in person, e-mail and telephone) Proficient Computer Skills (Outlook, Excel, Word.) Type minimum 50 words per minute. Experience with a workflow system a plus Experience in the insurance industry a plus Bilingual Spanish a plus. Must also understand, speak, and write English. Job Posted by ApplicantPro
Company:
PHP Agency
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: New Business Case Manager
New Business Case Manager is a Social Services Case Manager Job at PHP Agency located in Farmers Branch TX. Find other listings like New Business Case Manager by searching Oodle for Social Services Case Manager Jobs.
New Business Case Manager is a Social Services Case Manager Job at PHP Agency located in Farmers Branch TX. Find other listings like New Business Case Manager by searching Oodle for Social Services Case Manager Jobs.