New Business Case Manager

New Business Case Manager is responsible for processing, tracking and managing applications for insurance policies that are submitted through Thrive Financial Services. This responsibility encompasses all aspects of case management, documentation, communication and follow-up regarding these applications until completion and subsequent commissions are paid. Essential Job Functions (include but not limited to):

1) Building positive relationships with staff, agents, vendors and insurance carriers.

2) Entering applications in database and managing and tracking the status of those cases.

3) Retrieving case status from carrier website and direct mailed applications.

4) Following up on money transfers.

5) Follow up with insurance agents on the status of their applications.

6) Correspondence with agents, staff and insurance carriers.

7) Updating internal system with plan administration changes and additions.

Desired Skills:

  • Exceptional customer focus with an emphasis on relationship building
  • Professional, ethical and committed to excellence in both oral and written communications
  • Ability to collaborate and work effectively with others
  • Tact, diplomacy and sensitivity regarding the handling of confidential information
  • Excellent organizational skills, work prioritization and follow-through ability
  • Strong attention to detail and results-orientation
  • Strong ability to resolve issues utilizing sound judgment and reasoning skills
  • Exceptional time management skills
  • Manage a variety of responsibilities with constantly changing priorities
  • Ability to work independently and take initiative
  • Motivated to generate results
  • Ability to employ creative and innovative thought processes
  • Ability to be flexible and adaptable
  • Ability to retain and recall detailed and complex regulatory information
  • Proficiency in Microsoft Windows, Word, Excel and Outlook

We are willing to provide comprehensive training for the candidate who has no practical experience but show exceptional communications and computer skills. If your experience has marketing or public relations that would be a plus.