Who We Are:
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
****This role has the potential to work anywhere in the U.S.****
The Case Manager’s purpose is to assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed. The Case Manager ensures that all cases move as efficiently through the process as possible, accurately and completely documenting all case activity during the application or conversion process. They proactively communicate via phone calls and emails with the advisor, carrier, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers.
Job Description:
- Demonstrated time management and organizational skills
- Ability and willingness to support team to accomplish team goals
- Capable of working independently as well as in a team environment
- Demonstrate a positive attitude, effective problem-solving skills, and passion for helping our customers
- Provides Advisors with assistance with the various platforms on DBS website
- Ability to organize and prioritize your workload to ensure each case is processed, issued, and placed in a timely manner
- Can communicate consistently, precisely, and professionally in both verbal and written communication with internal and external customers alike
- Basic knowledge of products, quotes, and illustrations
- Basic knowledge of carrier and DBS underwriting maladies
Key Results Areas:
Functions: This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
- Contribute to the overall success and profitability of the agency
- Own and manage an individual caseload of in-process life insurance applications, through underwriting approval and placement
- Act as a conduit for all issues associated with a case to include coordination with all internal departments
- Manage requests for case status from advisors as needed, correspond with insurance carriers to resolve outstanding requirements
- Actively build mutually beneficial relationships with regional offices, carrier new business and underwriting teams, and internal team members
- Collaborate on cross-functional projects with operations or other DBS teams to increase efficiency, ensure a seamless, transparent customer experience, and improve our processes
- Develop a good understanding of life insurance carriers’ processes and underwriting guidelines with the goal of being viewed by advisors and their offices as a new business expert
- Skillfully promote key new business initiatives to increase usage, adoption, and awareness of those platforms
- Must consistently meet and maintain daily production expectations as well as quality expectations for emails and phone calls
- Exempt position (salaried)
- Expectation of overtime hours as needed to accomplish daily tasks
Qualifications and Experience:
High school graduate with a minimum 2 years in an office environment
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
