New Business Insurance Case Manager - ON SITE

Experience Required | Insurance Background Preferred Alliance America – Over 40 Years of Industry Excellence Are you a client-focused professional ready to play a pivotal role in a thriving financial services firm? Alliance America—a premier provider of wealth management and insurance solutions—is seeking a detail-oriented and proactive New Business Case Manager to join our collaborative team. What You’ll Do Own the process: Manage new life and annuity business from first application to final case resolution. Scrub applications, order paramedical/lab exams, review suitability, submit cases to carriers, oversee status, and resolve “not in good order” issues. Client & agent support: Facilitate seamless transfers and rollovers via client conference calls, support agents with daily new business and post-issue service, and deliver exceptional customer relationship management throughout the process. Sales and licensing backup: Provide illustrations and product expertise for sales support, assist with agent licensing, and troubleshoot commission issues as needed. Administrative excellence: Process carrier mailings, track delivery receipts, maintain comprehensive records, and cultivate relationships with carriers, case coordinators, and underwriters. Miscellaneous duties: Adapt and assist as needed—be ready for other responsibilities assigned by management. What Sets You Apart Education: High school diploma or equivalent required; Bachelor’s in Finance, Business, Economics preferred. Experience: 1–2 years customer service/background in insurance, investment advisory, or financial case management highly valued. Skills: Strong interpersonal and customer service abilities—ability to build rapport and communicate complex concepts clearly Excellent organizational, analytical, and time-management skills Mastery of suitability and industry standards; understanding of licensing Problem-solving mentality; proactive with difficult client scenarios Proficiency with CRM systems, Microsoft Office Suite, and customer service software; comfortable with financial modeling tools and investment management platforms Attention to detail, accuracy, and compliance “Team player” who thrives independently in a fast-paced environment Fluency and adaptability with technology Insurance License: strongly preferred and beneficial Benefits Medical, Dental, Vision, and Life Insurance 401k with company match PTO, paid holidays, and vacation days Join a team that’s dedicated to personalized service and industry-leading results. If you’re ready to move business forward—while growing your skills and experience—apply today to be Alliance America’s next New Business Insurance Case Manager!