New Business Case Manager
3.
3 Hartford, CT Hartford, CT Full-time Full-time $22.
56 an hour $22.
56 an hour 4 days ago 4 days ago 4 days ago POSITION DETAILS Start date:
May 6, 2024 Location:
Hartford, CT Pay:
$22.
56 per hour with a $500 sign-on bonus Training:
approximately 12 weeks, Monday - Friday, in-office, from 8:
30am - 5:
00pm ET After training:
you will work a hybrid schedule, 3 days/week in the office and 2 days/week from home.
Shift hours are Monday - Friday 8:
00am - 5:
00pm ET.
ROLE OVERVIEW We are looking for candidates who have both the skills and passion to help us achieve customer service excellence.
The New Business Resolution (NBR) Specialist role reviews and resolves issues with Annuity applications that are considered Not in Good Order.
Resolution of outstanding requirements requires frequent communication with financial advisors, their assistants, and back-office operations staff to resolve application issues.
The NBR Specialist will work closely and collaborate with our Third Party Administrator (TPA) and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties.
The successful incumbent will be afforded the opportunity, through this role, to learn about the insurance industry and financial services.
RESPONSIBILITIES Receive and review annuity applications that are missing information, i.
e.
:
forms, signatures, and contract requirements prior to calling customer contacts.
Conduct regular follow-ups with agent, assistant, financial advisor, or back-office support staff on all outstanding requirements within published timeframes.
Organize and prioritize workload to ensure application issues are resolved promptly so that the contract is issued within specified timeframes.
Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
Develop professional and dependable working relationships with our key accounts and customers.
Review documents for accuracy to eliminate multiple call outs to advisors.
Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
Accurately input application data in multiple databases for tracking.
Meet goals and deadlines for follow-ups on assigned contracts and department standards for quality and productivity.
Provide a consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
Other responsibilities may be assigned.
QUALIFICATIONS High School diploma or GED required 1
years of work experience Knowledge of the annuity and life insurance industry is a plus Customer Service or Contact Center experience is preferred Strong PC and Software skills, ability to work simultaneously with multiple computer systems Proficiency with Microsoft Office Word, Excel, Outlook Must demonstrate excellent professional communication skills, both verbal and written Great interpersonal and active listening skills Flexible as schedules and business priorities shift and change Self-starter with outstanding time management, attention to detail and organization skills Proven ability to grasp new products, concepts, and procedures This position is not eligible for visa candidates now or in the future.
We have lifted our vaccination requirement at this time.
Job Type:
Full-time Pay:
$22.
56 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance Schedule:
8 hour shift Day shift Work Location:
Hybrid remote in Hartford, CT 06103.
Estimated Salary: $20 to $28 per hour based on qualifications.
3 Hartford, CT Hartford, CT Full-time Full-time $22.
56 an hour $22.
56 an hour 4 days ago 4 days ago 4 days ago POSITION DETAILS Start date:
May 6, 2024 Location:
Hartford, CT Pay:
$22.
56 per hour with a $500 sign-on bonus Training:
approximately 12 weeks, Monday - Friday, in-office, from 8:
30am - 5:
00pm ET After training:
you will work a hybrid schedule, 3 days/week in the office and 2 days/week from home.
Shift hours are Monday - Friday 8:
00am - 5:
00pm ET.
ROLE OVERVIEW We are looking for candidates who have both the skills and passion to help us achieve customer service excellence.
The New Business Resolution (NBR) Specialist role reviews and resolves issues with Annuity applications that are considered Not in Good Order.
Resolution of outstanding requirements requires frequent communication with financial advisors, their assistants, and back-office operations staff to resolve application issues.
The NBR Specialist will work closely and collaborate with our Third Party Administrator (TPA) and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties.
The successful incumbent will be afforded the opportunity, through this role, to learn about the insurance industry and financial services.
RESPONSIBILITIES Receive and review annuity applications that are missing information, i.
e.
:
forms, signatures, and contract requirements prior to calling customer contacts.
Conduct regular follow-ups with agent, assistant, financial advisor, or back-office support staff on all outstanding requirements within published timeframes.
Organize and prioritize workload to ensure application issues are resolved promptly so that the contract is issued within specified timeframes.
Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
Develop professional and dependable working relationships with our key accounts and customers.
Review documents for accuracy to eliminate multiple call outs to advisors.
Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
Accurately input application data in multiple databases for tracking.
Meet goals and deadlines for follow-ups on assigned contracts and department standards for quality and productivity.
Provide a consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
Other responsibilities may be assigned.
QUALIFICATIONS High School diploma or GED required 1
years of work experience Knowledge of the annuity and life insurance industry is a plus Customer Service or Contact Center experience is preferred Strong PC and Software skills, ability to work simultaneously with multiple computer systems Proficiency with Microsoft Office Word, Excel, Outlook Must demonstrate excellent professional communication skills, both verbal and written Great interpersonal and active listening skills Flexible as schedules and business priorities shift and change Self-starter with outstanding time management, attention to detail and organization skills Proven ability to grasp new products, concepts, and procedures This position is not eligible for visa candidates now or in the future.
We have lifted our vaccination requirement at this time.
Job Type:
Full-time Pay:
$22.
56 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance Schedule:
8 hour shift Day shift Work Location:
Hybrid remote in Hartford, CT 06103.
Estimated Salary: $20 to $28 per hour based on qualifications.
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