New Business Manager needed for an agency located in Del Mar, CA
Ready to step into a role where you can truly make an impact? As our client's New Business Manager, you’ll have the exciting opportunity to lead, train, and coach a dedicated team while shaping the way exceptional service is delivered.
- HOURS : 9 am to 5 pm
- DURATION : Direct Hire
- WORKPLACE : In office
- PAY : $71,500 – $85,000 base salary + Bonus!
- BENEFITS : Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off
Key Responsibilities
Work with relevant vendors for necessary follow upReview and follow up with agents and carriers on all requirementsProcess all insurance cases within SalesforceProvide professional correspondence via email and phoneUnderstand carrier workflows and carrier specific nuancesWork closely with their team to meet common goals and assist when able.Understand carrier workflows and maneuver carrier websitesQualifications
5+ years of life and annuity insurance industry experienceMinimum 3-5 years in a management roleStrong knowledge of new business case management in life insuranceProficiency in Microsoft Office Suite and Google SuiteExcellent communication and conflict resolution skillsStrong attention to detail and organizational skillsProven ability to lead teams with a servant leadership approachAbility to prioritize, delegate, and multitask in a fast-paced environment