What are the responsibilities and job description for the Life Insurance New Business Coordinator / Case Manager position at The Monteverde Group?
Company Description
The Monteverde Group is a growing financial advisory and retirement plan consulting firm committed to delivering exceptional client service and customized financial solutions. We work closely with individuals, families, and businesses to provide thoughtful guidance in retirement planning, wealth management, and insurance solutions.
At The Monteverde Group, we value professionalism, responsiveness, and strong client relationships. We are building scalable systems and a collaborative culture designed for long-term growth. This role offers the opportunity to become an important part of a growing advisory firm where your contributions directly impact client experience and operational success.
Role Description
We are seeking a full-time Life Insurance New Business Coordinator / Case Manager to join our on-site team in Pittsburgh, PA. In this role, you will oversee the lifecycle of new life insurance applications, ensuring timely and accurate progression from submission through to policy issue. Responsibilities include reviewing client documentation, communicating with carriers, completing follow-ups to meet deadlines, liaising with agents and clients, and maintaining organized records. This role requires close attention to detail, problem-solving abilities, and effective communication with multiple stakeholders.
Responsibilities:
Case Management & Processing
- Manage life insurance cases from application submission through policy issue and delivery
- Monitor underwriting requirements and proactively follow up on outstanding items
- Order and track APS records, paramedical exams, labs, and other underwriting requirements
- Review applications for completeness and accuracy before submission
- Provide status updates to advisors and management
- Ensure timely processing and follow-through on all cases
Client & Advisor Support
- Serve as a primary contact for clients during the underwriting and onboarding process
- Provide exceptional customer service and timely responses to inquiries and servicing needs
- Coordinate signatures, delivery requirements, amendments, and policy placement
- Assist advisors with case preparation, illustrations, and application documentation
Operations & CRM Management
- Maintain accurate client records and case notes within CRM systems
- Update workflows, tasks, and documentation to ensure operational consistency
- Assist with process improvements and workflow optimization initiatives
- Support compliance and document retention procedures
Qualifications:
Preferred Experience
- 5 years of experience in:
- Life insurance case management
- Insurance underwriting support
- Financial services operations
- New business processing
- Familiarity with AgencyBloc, Redtail, Wealthbox, or similar CRM systems is a plus
- Knowledge of underwriting requirements and insurance products strongly preferred
Skills & Attributes
- Strong organizational and multitasking abilities
- Excellent written and verbal communication and follow-up skills
- High attention to detail and accuracy
- Ability to prioritize and manage deadlines effectively
- Proactive problem-solving mindset
- Professional demeanor and strong client service orientation
- Comfortable working independently and collaboratively within a team environment
Technical Skills
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word)
- CRM and workflow management experience preferred
- Ability to learn carrier platforms and insurance processing systems quickly
Compensation & Benefits
- Competitive salary based on experience and qualifications
- Opportunities for professional growth and advancement
- Supportive and team-oriented work environment
- Paid time off and holidays
- Retirement plan benefits
- Medical, dental, life insurance, and disability benefits
- Potential bonus opportunities based on performance