Company: Enterprise Financial Network
Posted on: November 25, 2022
What you do:Responsible for managing the ongoing workload of the
new business process to efficiently and effectively process
applications throughout the entire process.
Key ResponsibilitiesLicensing new representatives. New business:
review application, identify missing requirements, and process case
submission.In progress business: get involved in addressing
contract issues, handle in-force service issues, follow-up with
carriers on new business/transfer status and keep agent
updated.Update systems, daily task list, emails, working with home
office.Run necessary reports on a weekly and/or monthly basis and
distribute as needed.Other duties as assigned.
What you bring: -2+ years' experience in case management or
equivalent requiredknowledge of agency Intergrator and SureLC
Keywords: Enterprise Financial Network, Raleigh , Case Manager, Executive , Raleigh, North Carolina
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