New Business Case Manager

Summary

The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.

Responsibilities

✔ • Business Transaction Processing: •Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems. •Review and analyze all application data entry and determine if an application is in good order. •Develops a working knowledge of the products and services offered within the department. •Review file for completeness, once complete issue a contract.**
75%**

✔ • Relationship Management: •Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance. This includes but is not limited to promptly responding to routine and non-routine telephone or e-mail inquiries as well as making outbound follow up communications in an effort to obtain all requirements. •Follow up timely on pended contracts where outstanding requirements still exist and where new requirements have been received. •Researches, analyzes and helps coordinate issues resolution for management, client services, internal sales contacts and agencies/brokers regarding the status of new business and various other issues. •Develop and maintain positive relationships with all internal and external customers**
20%**

✔ • Administrative: •May be assigned to assist peers with processing questions and at times mentor peers as needed. •May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, and other duties as assigned by management.**
5%**

Skills

✔ Agile
2 - Developing

✔ Attention to Detail
2 - Developing

✔ Critical Thinking
2 - Developing

✔ Customer Service
1 - Emerging

✔ Metric Driven
1 - Emerging

✔ Multi-Tasking
1 - Emerging

✔ Organization
1 - Emerging

✔ Strong Work Ethic
3 - Proficient

✔ Written & Verbal Communication
2 - Developing

Specialty Education Required

College degree or equivalent work experience.

Designations and/or Certifications Required

Professional certifications or designations appropriate and relevant for this role.

Licensing Required

Typical Years of Experience

3-5 years of cumulative, relevant experience

Impact

Frequently works with a variety of internal customers providing both standard and complex information. May contact external and internal customers/clients and answer questions which may sometimes be complex in nature.

Job Complexity

Provides core level support. Identifies problems and all relevant issues in a variety of situations, assesses each using standard procedures and makes sound decisions, researching information to resolve problems or issues. Responds to inquiries and may provide basic interpretation of policies and procedures.

Skills And Knowledge

Requires considerable knowledge of duties typically obtained through job-related training and experience. Knowledgeable of specified computer applications; office practices and procedures. Uses initiative and independent judgment within established procedural guidelines.

Reporting Structure

Completes tasks as required by the needs of the department. Uses established procedures guidelines but can deviate with management approval. No direct supervisory responsibilities, however likely acts as an informal resource for colleagues with less experience.

Contact with Others

•Inside contact with Agency Services, Internal Wholesalers, Sales Center, Compliance, Client Services, team members, management, Underwriting/Suitability, and other Symetra support departments. •Outside contact with advisors, bank representatives, vendors, Broker General Agency/Distribution partners.