New Business Assistant

New Business Assistant

***Please NO Calls***

Job Description: The basic functions are to assist our Life Insurance & Annuity Case Managers in the processing and underwriting of pending applications and to manage relationships with independent insurance brokers and advisors. This is a great opportunity to learn the business and grown into a Case Manager.

 Principal Responsibilities:

  1. Assist in managing various aspects of new and pending case processing, which can include inputting and pre-underwriting of new applications, ordering of medical records and/or exams, and providing deal status and updates to our stakeholders
  2. Communicate with various internal departments regarding case processing issues and discuss resolutions as necessary
  3. Establish a deep understanding of all aspects of our business, customer requirements and service expectation

Desired Expertise: We are looking for a hard working person who is committed to doing their job well every day, while adding to the overall capabilities and culture of the office. Experience NOT required.

Desired Skills:

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

Submitting Resumes

  • E-mail: Agiroux@ims4u.net
  • Subject: IMS – New Business Assistant
  • Submit All Files in PDF Format

***Please NO Calls***