Associate New Business Case Manager

About the role

The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.

Responsibilities

• Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
• Review and analyze all application data entry and determine if an application is in good order.
• Develops a working knowledge of the products and services offered within the department.
• Review file for completeness, once complete issue a contract.
• Serve as the primary point of contact for Agents, Internal Wholesalers, Sales Center, and Client Services throughout the application-to-contract issuance process.
• Maintain frequent telephone and email interactions to gather requirements, resolve inquiries, provide case updates, and proactively obtain outstanding information needed to move business efficiently through to contract issuance.
• Follow up timely