Protective is a holding company whose subsidiaries provide financial services. The BOLI/COLI New Business Case Manager will manage relationships with large partner offices, selling and implementing new business while ensuring the smooth processing of new cases and maintaining high-quality standards.
Manage the entire new business process for assigned relationships and incoming business, interacting with internal teams and key partner (TPA) Third Party Admin offices
Correspond daily with wholesalers/TPA/broker offices on new business cases
Ensure state variations are used and additional documents are included, such as 1035 Exchange paperwork
Verify agent licensing and appointments, coordinating with Licensing team to set up new brokers
Validate pricing for each case by working with the pricing actuary, ensuring paperwork aligns with assumptions
Coordinate with Illustration team to finalize illustrations
Review census against consents, face amounts, premiums, birthdays, social security numbers, fund selection, and smoker status, verifying amounts are within limits or obtaining necessary exceptions
Process underwritten business by working with underwriting department and TPA/broker offices, ordering medical records, exams, and lab work for applicants
Communicate with agencies for follow-up evidence, offers, and questions during underwriting review, monitoring expiration of evidence before issue
Proactively resolve inquiries with quality, accuracy, and in a timely professional manner, closing files after cases have been funded
Assemble policies for delivery, follow-up on requirements, and image files, ensuring delivery requirements are received timely
Manage daily workload with emphasis on maintaining partner relationships and quality standards
Qualification
Required
1+ years of experience in insurance, annuity, retirement, finance, or a Bachelor’s degree in Business or related field
Minimum of 1 year experience working independently in a fast-paced environment focusing on critical high-value deliverables
Strong team player with excellent communication and customer service skills
Ability to handle challenging conversations and meet diverse customer needs
Proficiency in using multiple systems and repositories seamlessly
Adaptability to changing environments and maintaining productivity and quality standards
Excellent verbal and written communication skills
Strong customer service and problem-solving skills
Ability to work well within a team and independently in a fast-paced, multi-faceted environment
Ability to meet the needs of a diverse customer group and handle challenging conversations
Proficiency in mastering several different systems and repositories of information
Adaptability to a quick-changing environment, supportive of change when needed
Ownership of individual and team workloads and service standards throughout the transaction process
High level of attention to detail
Preferred
Benefits
Health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Protective is a holding company, whose subsidiaries provide financial services
