New Business Manager, E4 Insurance Services (E4IS)
ABOUT E4IS: Advisors choose to work with E4IS because of our knowledge, accessibility, and confidence. Our culture is centered around 4 E’s: energy, energize, edge, and execution. We have two offices – Verona, WI and home office in Fargo, ND, with remote staff located around the U.S. Our culture is focused on being a leader in the industry and providing education to advisors and their clients the benefit and necessity of life insurance as part of their retirement and financial planning.
The position is onsite in the Verona, WI office.
PURPOSE: This position supports the advisor (our client) by providing status updates and processing of all new business (Life, Annuity and Long-Term Care Insurance). The New Business Case Manager will review incoming applications and process from start to finish.
MAJOR DUTIES: Reviewing applications for errors and following cases from submission to placement while acting as liaison between producers and carriers.
1. Provide follow-up for advisors and staff on the progress of their pending cases. Correspond via phone and email while acting as a liaison between the insurance company and advisor.
2. Keep accurate records of case progress and maintain an orderly space to ensure that all business is processed effectively.
3. Establish and maintain a positive and cooperative working relationships with other employees, clients and their staff.
4. Process contracting paperwork, communicate needs and requirements to advisors, communicate with carriers, and other contracting duties as needed.
OTHER DUTIES:
1. Overall office support including answering phones, filing, mail processing, and other tasks as needed.
2. Assist with local events.
3. Assist with marketing tasks as needed.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. Excellent Microsoft Office computer skills required, including word processing, spreadsheets, database and outlook. Ability to learn additional online programs.
2. Ability to communicate clearly and professionally, both verbally and in writing.
3. Thorough knowledge of general office procedures and systems.
4. The ideal candidate will be a self-starter who is reliable, dependable, has the ability to exercise good judgment and work collaboratively in a team environment. This person will be able to work independently yet be willing to seek out guidance and review of their work. This person will be articulate, resourceful, easy to work with, and able to juggle many tasks under pressure and with frequent interruptions.
Preferred Qualifications:
A systems driven individual that maintains an analytical mind during the process of serving our client
· Previous industry experience as a case management representative, mortgage loan processing or equivalent position. Preference will go to individuals with experience in Life Insurance industry.
· Bachelors or a two-year degree.
COMPENSATION: Salary and benefits commensurate with experience and attitude. Position also includes health insurance, 401K and other comprehensive benefits along with bonus potential.
SCHEDULE: Position is full time (40 hours per week). Hours are from 8:00am – 5:00pm with 1 hour lunch. During May 1 – Sept 1, lunch hours are 30 minutes and offices close Friday at 12:30 CST.
Job Type: Full-time
Pay: $40,000.00 – $45,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
COVID-19 considerations:
E4IS employees are capable of remote work if necessary. As an essential business, both office locations have remained open during COVID-19.
Education:
- High school or equivalent (Preferred)
Experience:
- Case management: 1 year (Preferred)
- life insurance: 1 year (Preferred)
- CRM software: 1 year (Preferred)