New Business Manager

Founded in 1974, CPS Insurance Services is a leader in the insurance brokerage industry, specializing in life, annuities and long term care products. The CPS family is highly dedicated to providing superior service to our client base and we are always searching for qualified individuals who are equally committed to building meaningful and long-term relationships with our customers.

CPS is currently in search of a customer-focused, self-motivated and team-oriented individual to join our team as a New Business Manager. 



The job duties include, but are not limited to, the following:

 

1. Provide day-to-day supervision of the Life Case Management and Licensing team

2. Coach, motivate, train, develop and guide performance through a variety of metrics, including telephonic auditing, case review, and direct broker and carrier feedback

3. Prepare and conduct staff performance evaluations

4. Provide technical expertise with the goal of increasing team effectiveness and efficiency

5. Establish, implement and uphold departmental production and service standards, goals and targets

6. Create an environment for two-way dialogue, encouraging open communication and feedback from differing viewpoints

7. Manage, plan, and assign the daily activities of direct reports, ensuring efficient workflow, adherence to objectives and departmental procedures by complying with internal and external operating procedures

8. Continually investigate and introduce process improvement measures

9. Maintain proactive contact with brokers and/or other offices, carriers and vendors to ensure optimum working relationships

10.  Communicate with various internal departments regarding all processing related issues and discuss resolutions or best practices as necessary

11.  Consistently handle broker issues in an exemplary manner (regardless of broker disposition).  Manage escalated issues on a regular basis.  Escalate problems to appropriate internal resources when necessary

12.  Provide desk coverage in the absence of Case Manager by managing all aspects of new and pending life business processing, which can include input of new applications, ordering of medical records, running illustrations, providing status updates, creating packets for mailing, preparing paperwork for scanning process, pre-underwriting submitted applications, exams and medical records, and accessing carrier websites to check status or obtain necessary information

13.  Participate in the recruitment and selection process

14.  Keep current regarding product changes and procedural or guideline revisions and communicate to direct reports and other appropriate individuals as necessary

15.  Establish a deep understanding of all aspects of our business, customer requirements and service expectations

16.  Create and maintain departmental production reports and provide to Vice President, Life New Business

 

The ideal candidate should have at 3 - 5 years previous experience working within in a brokerage general agency and/or 3-5 years prior managerial experience leading a production team, be comfortable working within a fast-paced, dynamic and measurement driven environment where successes are celebrated and rewarded and development is supported and encouraged.

 

At CPS, there is absolutely nothing holding you back. Your own initiative and capabilities, coupled with your confidence and ability to deliver outstanding results, will dictate how quickly you grow and advance. Beyond advancement opportunities, CPS offers a competitive salary, incentive compensation, a great benefits package, ongoing professional development, and the chance to work with other high energy, innovative and positive individuals.

If you think you have what it takes to join our team, please don’t delay in submitting your qualifications!

Please email resume to hr@cpsinsurance.com or fax to (949) 225-7101.