New Business Case Manager

New Business Case Manager

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The New Business Case Manager will take ownership of each assigned life insurance application and act as liaison between proposed insured(s), underwriters, general agents, and vendors to facilitate the underwriting and new business process for each application by obtaining any outstanding requirements needed.

Responsibilities

Review and verify completeness of applications and related documents to ensure accurate data entry, regulatory & legal compliance, and approval of all life insurance policy contracts.

Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information (e.g. special handling / requests, conversation notes, etc.) to ensure accurate processing and approval of all life insurance policy contracts.

Accurately decipher documents, notes, and correspondence for additional / anecdotal information to ensure accurate processing and approval of all life insurance policy contracts.

Provide accurate, prompt and professional service to all inquiries received by phone or in writing, minimizing referrals to the underwriter, while maintaining departmental standards and time service standards.

Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and / or escalate for further handling.

Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.

Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio.

Ensure accurate and timely completion of reports including by not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned.

Process all other duties as assigned by department management.

Qualifications

Education :

• Some college preferred
• LOMA-ACS 100 preferred

Experience / Knowledge :

Skills :

What's in it for you?

The expected hiring compensation range for this position is $48,500 - $55,000 annually.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.