Life Insurance New Business Case Manager

Functions

• Contribute to the overall success and profitability of the agency.
• Own and manage an individual caseload of in-process life insurance applications from underwriting approval through issue and placement.
• Serve as the primary point of contact for all case-related matters, including coordination with internal departments, advisors, and insurance carriers.
• Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner.
• Build and maintain effective working 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 improve efficiency, enhance transparency, and support a seamless customer experience.
• Develop a strong understanding of life insurance carrier processes and underwriting guidelines to serve as a trusted new business resource for advisors and their offices.
• Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools.
• Consistently meet daily production expectations and quality standards for written and verbal communication.

Qualifications / Required Skills

• Demonstrated time management and organizational skills, with the ability to prioritize workload effectively.
• Ability and willingness to support team objectives while also working independently.
• Positive attitude with strong problem-solving skills and a customer-focused mindset.
• Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers.
• Working knowledge of life insurance products, carrier underwriting processes, and illustrations.
• Ability to support advisors with questions and usage of DBS website platforms.

Experience / Education

• A high school diploma or equivalent required.
• Minimum of two years of experience within a life insurance or brokerage environment.
• Strong working knowledge of life insurance case processing.
• Life & Health license preferred.

What We Offer

• A competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.

Base Salary Range

The base salary range for this position is $44,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.