Davies North America ยท 10 hours ago
New Business Case Manager
New York, United States
Full-time
Remote
Entry, Mid Level
1+ years exp
Maximize your interview chancesFinancial ServicesInsurance
Insider Connection @Davies North America
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Stay updated on industry regulations and company policies to ensure that all processes and decisions are in line with applicable guidelines
Collect, review, and process new disability insurance applications, ensuring that all required documentation is complete and accurate
Act as a point of contact for clients, brokers, and agents, providing timely updates on the status of their applications and addressing any questions or concerns
Collaborate with underwriters to assess risk and determine appropriate policy terms, including coverage amounts, premiums, and any necessary medical evaluations
Review changes to products and procedures and recommend workflow and process changes to the New Business Manager
Ensure that disability insurance policies are issued promptly and accurately, meeting all underwriting guidelines and regulatory requirements
Conduct follow-ups to cases with outstanding requirements needing to be met; check the status of each outstanding requirement utilizing vendor sites or reaching out the life and/or long-term care clerical teams
Research, review, correct and reissue policies as needed
Maintain organized records of applications, communication, and underwriting decisions, and assist in maintaining accurate electronic records
Educate clients and agents on the underwriting process, any additional requirements, and policy terms, helping them understand the coverage
Perform quality checks on issued policies to ensure accuracy and compliance with internal policies and external regulations
Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
Perform other duties as assigned
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Associate degree with 1-3 years of experience or an equivalent combination of both
Proficient with Excel and other Microsoft Office Suite or related software
Proactive, independent, and takes initiative with consistent follow through
Ability to manage tasks for several clients daily
Superior time management skills with capability of working with and meeting deadlines
Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment
Excellent interpersonal skills to effectively communicate across the organization
Capable of working collaboratively and independently with minimal supervision
Excellent customer service skills
Excellent written and verbal communication skills
Exhibit discretion with sensitive and confidential information
Preferred
Insurance experience strongly preferred
OnBase experience preferred
Benefits
Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.
Company
Davies North America
We deliver professional services and technology solutions across the risk and insurance market, including claims, underwriting, distribution, regulation, customer experience, human capital, digital transformation and change management.
5,001-10,000 employees
Funding
Current Stage
Late StageLeadership Team
Anne Ingoldsby
Chief Operating Officer
Beverly Adkins
Chief Operating Officer
Company data provided by crunchbase
