Job Description. Our Life Insurance New Business Case Manager is an important role that contributes to the success of the organization by caring for our clients and advisors as well as supporting the rest of the team when needed. This person is responsible for ensuring that life, disability, & fixed annuity insurance applications go through the new business and underwriting process from submission to payment in a timely manner. This person is a l...
Job Overview:** We are seeking a detail-oriented Administrative Assistant to join our team. The ideal candidate will provide administrative support and ensure efficient operation of the office. Duties:** - Perform general office tasks such as data entry, filing, and typing - Manage office correspondence and communications - Assist in bookkeeping using QuickBooks or similar software - Coordinate appointments and meetings - Handle incoming calls an...
