Preneed New Business Case Manager - Batesville, IN

New Business Case Manager - Preneed

Location - Batesville, IN

Hourly Rate - $18.90 + overtime pay

COMPANY OVERVIEW 

Global Atlantic Financial Group Limited is a financial services company focused on the annuity, life insurance and reinsurance markets. Through its family of brands — including Forethought and Commonwealth Re — Global Atlantic offers a broad range of retirement and protection products, as well as reinsurance solutions. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. The company today has nine offices and over $40 billion in assets.

Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The Company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility.  Global Atlantic invests in its people because it believes they are critical to the long term success of its business.

POSITION OVERVIEW

The person in this role will be responsible for reviewing incoming life insurance applications and identifying and resolving any outstanding requirements.  The role requires data entry of applications and reconciliation of the itemized goods and services contract.  Resolution of outstanding requirements requires frequent communication with Producers to bring applications to a resolution. The case manager will work closely and collaborate with our internal and external sales team, along with other internal departments.

RESPONSIBILITIES:

• Working knowledge of insurance products, procedures and system capabilities.
• Data entry with attention to detail and accuracy on a daily basis.
• Review documents and identify all applications that are not in good order.
• Place outbound phone calls and take incoming phone calls to explain outstanding application requirements.
• Document casework in admin and workflow systems.
• Develop professional and dependable working relationships with all accounts and producers.
• Meet individual productivity goals.
• Remain current on all changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
• Identify, communicate, and proactively work to solve problems or issues.

QUALIFICATIONS

• High School diploma or GED required
• Established excellent communication skills, both verbally and written.
• Professional phone presence and presentation.
• Experience in Insurance Operations a plus.
• Proven ability to grasp new products, concepts and procedures.
• Strong interpersonal and team skills required.
• Flexible as business priorities change.
• Proficiency with Microsoft Office including Word, Excel, Outlook.
• Ability to work in multiple databases at one time.
• Ability to maintain positive attitude and composure in dealing with difficult situations.

AMAZING Benefits- Click on graphic below to learn more!

Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws.

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