Job details

Preneed New Business Case Manager - Batesville, IN

Global Atlantic Financial Group is seeking a Preneed New Business Case Manager to review life insurance applications and resolve outstanding requirements. This role emphasizes collaboration and communication within a high-performing team.

Skills

Excellent verbal and written communication.
Proficiency with Microsoft Office.
Ability to work in multiple databases.
Strong interpersonal skills.

Responsibilities

Review incoming life insurance applications.
Data entry with attention to detail.
Identify applications that are not in good order.
Communicate application requirements with Producers.
Document casework in admin and workflow systems.
Maintain productivity goals.

Education

High School diploma or GED required.

Benefits

Competitive health, retirement, life and disability plans.
Customizable benefits package.
Work-life balance initiatives.

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CEO of Global Atlantic Financial Group

Allan Levine

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By Global Atlantic Financial Group

We strive to be a leading U.S. retirement and life insurance company, delivering clear value to our customers and long-term value to our shareholders. We are committed to addressing our customers’ financial protection needs through a broad range o...

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FUNDING

Private

DEPARTMENTS

Operations

SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Insurance Carriers

TEAM SIZE