New Business Support & DMS Manager (14181)

New Business Support & DMS Manager (14181)

Vacancy expired!

The Manager of New Business Support and DMS is responsible for managing a team of LG2 and LG5 Department Clerks and CSRs for both Underwriting and Policy Issue who handle phone and email inquiries and provide back-office support to the Underwriting and Policy Issue departments. The Manager is part of the Underwriting Management Team.

• Oversee Policy Issues and Underwriting phone calls and emails from agents and applicants regarding pending cases.


• Oversee Policy Issue tasks including delivery of ISS status policies with receipt of COD or signed modification and NTO report for cases where modification/COD is not received.


• Oversee Underwriting workflow tasks including resolving UW requirements received on PRD to push to workflow, ordering of MVRs and exams, and receipt of manual calls, orals, labs, APSs, and inspections.


• Oversee processing of incoming mail for Underwriting.


• Oversee mailing of all UW and PI letters and refund checks.


• Handle letters for sensitive cases including applicant and state notification.


• Manage staffing for the department by hiring and training new candidates when a position is open.


• Monitor and approve time for employees including vacation and sick time and reconcile time on Kronos.


• Handle new employee audits and reviews.


• Handle disciplinary action where required.


• Check all underwriting vendor invoices, add ledger entries, and submit to dept. director for approval and payment.


• Track all vendor invoice payments and counts and complete quarterly UW expense comparison.


• Oversee DMS including scanning and indexing of all documents for all AIL departments. Troubleshoot missing documents and handle DMS technical issues.


• Work with the UW management team to further the overall goals of the UW department.

• Critical thinking skills required on a daily basis


• Excellent verbal and written communication skills


• Excellent PC skills, Excel, Word, and Outlook; MS Access a plus


• Excellent organizational skills and the ability to work in a fast-paced, production environment


• A combination of experience and education will be considered on an individual basis

• Some college coursework or bachelor's degree preferred, however, will consider 2-5 years life insurance industry experience in lieu of degree


• LOMA 280/281 LOMA 290/291 and pursuit of FLMI preferred, Other industry courses will be considered


• LOMA Underwriting (UND) is a plus


• A combination of experience and education will be considered