Job Description

Job Description

Job Description

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.

• 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.

• 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

• 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!

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