What are the responsibilities and job description for the New Business Case Manager: Life, Disability, LTC position at NFP, an Aon company?
Job Title:
Sophisticated Solutions Coordinator
About Us:
NFP, an Aon company, is a leading provider of wealth management and insurance services. We bring together consultative advisors and problem solvers to help individuals and businesses address their most significant challenges.
Position Summary:
This role will partner with financial advisors to coordinate and expedite Life, Disability and Long-Term Care Insurance applications. The successful candidate will have knowledge of said products and a desire to excel in the New Business department.
Key Responsibilities:
- Manage an average pending case load of 80-100 cases, coordinating and expediting all Life, Disability and Long-Term Care insurance applications.
- Stay current on insurance carrier's underwriting, product, compliance, and submission requirements.
- Educate financial advisors on the impact of underwriting requirements, including medical impairments, financials, foreign guidelines, and contractual requirements.
- Determine impairments and/or risks based on medical, physical, occupational, financial, or insurable interest and work with financial advisors to determine appropriate product and illustration specifications.
- Review of underwriting requirements and respond to all underwriting communication, negotiating underwriting offers for business placement.
- Update, respond to, and initiate activities within the client management system to ensure case and client data is current.
- Facilitate weekly or biweekly one-on-one meetings with financial advisors and/or their assistants for updates.
- Review and quality control of carrier policies and placement requirements.
- Other duties as assigned.
Requirements:
- College degree preferred, HS diploma or GED required.
- 2 years of carrier case management or 2 years of supporting financial advisors in insurance new business experience required.
- Experience in a CRM for case management.
- Life and Health License preferred but not required.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
