Manager of New Business

A client of Insight Global is seeking a qualified Client Service Specialist to work onsite in their Southfield, MI office.

Job Summary
As the Manager of New Business, you are not just joining a firm; you are embracing a
culture of excellence and growth. This full-time position is your gateway not only to
advancing your professional aspirations but also to making a profound difference in the
financial well-being of the communities we serve. Be a part of something bigger –
where each day, you contribute to changing lives for the better.
This role works closely with the Head of Operations along with the Head of Insurance
and Annuity Design Center.

Key Responsibilities:
New Business & Underwriting – Life, Annuities, Disability, and Long-Term Care
• As an Advisor advocate, collaborate with Advisors and Home Office personnel
to provide the best offer for the end client.
• Enhance new Advisors’ field underwriting expertise through tailored individual
coaching and group training sessions.
• Lead, Mentor and empower New Business Coordinators to serve as Advisor
advocates with the Home Office, proactively managing Other Than Applied For
(OTAF) offers and assessing additional requirement requests.
• Lead and contribute to initiatives aimed at optimizing operational efficiency and
enhancing the overall advisor experience.
• Act in a New Business Coordinator capacity.
o Review and process applications within 24 hours, ensuring accuracy and
completeness.
o Communicate promptly with advisors on corrections, status updates, and
submission requirements.
o Manage medical requirements, policy assembly, and document
submissions within set timelines.
o Maintain real-time updates in the Client Management System throughout
underwriting and processing.
o Follow up daily on pending or Not In Good Order business; coordinate
with underwriters and case managers.
Design Center Support – Advisors and Brokers
• Collaborate with the Head of Insurance and Annuity Design Center as a
resource on navigating the underwriting process and advisor experience.

Compensation: $70-80k.

Exact compensation may vary based on several factors, including skills, experience, and education.


Compensation and Benefits
Our competitive compensation and comprehensive benefits are designed to support
your lifestyle, health, and future.
• Comprehensive benefits package, including Medical, Dental, and Vision
Insurance.
• Paid Time Off: 15 days per year.
• Life and Disability Plans (optional).
• 401(k) with up to a 4% match.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Qualifications
• Team leadership experience in a former role.
• Embodies and exemplifies our Core Values:
o Excellence in Everything – Strives to be the first and only resource others
turn to.
o Servant Leadership – Leads by prioritizing the needs and success of others.
o Innovation – Proactively creates better solutions rather than waiting for
them.
o Reliability – Delivers on every commitment without exception.
o Mindset of Abundance – Focuses on growth through the elevation and
success of others.
• Brings a minimum of 3 years’ experience in new business processing, strong
understanding of medical impairments, solid knowledge of life and annuity
products, case design concepts, and leadership.
• Proficient in Microsoft Office Suite and adept with general office and business
technology.
• Demonstrates a strong commitment to quality, with exceptional attention to
detail and pride in delivering superior service.
• A clear and proactive communicator, capable of collaborating across functions
and roles.
• Navigates multiple systems and platforms with ease, leveraging technology to
maximize efficiency.
• A dedicated team player with a positive, caring attitude and a client-first
mindset.
• Possesses a passion for research, problem-solving, and continuous improvement,
paired with outstanding organizational and time management skills.
• Open and committed to professional development, including obtaining any
preferred licenses or registrations needed for growth within the firm

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.