Insurance Case Manager Job at Barnum Financial Group, Shelton, CT

NUNIRFVDUWhsWVZsNXNaSzBhSUJ1d3p1
  • Barnum Financial Group
  • Shelton, CT

Job Description

The Brokerage New Business Analyst (NBA) provides support to brokers with application submissions, underwriting, policy updates and placement. The NBA acts as a key liaison between the broker and underwriters to insure timely and accurate processing of insurance applications. The NBA role involves building relationships with brokers, advocating for their clients, and maintaining accurate records in our CRM.

Duties and responsibilities

  • Review and process applications for completeness and accuracy
  • Submit applications to carriers and track progress throughout the underwriting process
  • Schedule medical examinations for clients when necessary
  • Enter client data into multiple systems to ensure information is timely and accurate
  • Identify inefficiencies in the application/underwriting process and suggest improvements
  • Educate brokers/clients about underwriting guidelines, processes and timelines
  • Attend carrier and upline trainings on new processes and products
  • Clearly communicate with brokers, outside vendors and clients

Qualifications

  • Bachelor’s Degree
  • Strong analytical and organizational skills
  • Easily adaptable to changes in processes and priorities
  • Accountability / collaboration
  • Customer-oriented and professional
  • Accept and provide feedback for the betterment of the team
  • Strong multi-tasker
  • Experience with all product lines including Life, Disability, Long Term Care and Annuities is a plus

Job Tags

Similar Jobs

Chuck Lager's America Tavern

Server Job at Chuck Lager's America Tavern

 ...want to hear from you!We are an Equal Opportunity Employer The advertised pay is an estimate, you will be paid the tip credit minimum wage plus tips. #sourcingpro #56uv #56total #chucklagersamericataverncltpcserver #chucklagersamericatavern #colbyrestaurantgroup

Slumberland Furniture

Home Delivery Driver Job at Slumberland Furniture

 ...Join the Slumberland Furniture Delivery Team! Slumberland is a family-owned...  ...a great price! Home Delivery Driver Job Benefits ~ Full Benefits Package: Medical, Dental, Vision, and more ~ Up...  ...maintenance of all trucks and equipment in a manner that will avoid staff... 

General Motors

AVD Subsystem Architect - Suspension Systems Job at General Motors

 ...TeamCenter, and GD&T application for complex assemblies. ~ Knowledge of manufacturing...  ...'re looking out for your well-being-at work and at home-so you can focus on realizing your ambitions...  ...to being a workplace that is not only free of unlawful discrimination, but one... 

Ashley | The Wellsville Group

Home Furnishing Consultant - Sales Job at Ashley | The Wellsville Group

 ...location is on the lookout for an ambitious, customer-focused Sales Consultant who thrives in a fast-paced environment and is passionate...  .... As a Sales Consultant, we'll empower you to make a real impact, help customers create the homes of their dreams and enjoy... 

Merck & Co.

Sr. Spclst , Strategic Forecasting Job at Merck & Co.

 ...including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance Search Firm Representatives Please Read Carefully- Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from...