The Case Manager manages the end-to-end new business process for life insurance, from initial application intake through policy issuance and delivery. They act as the primary point of contact for producers and clients while coordinating with underwriters to ensure accurate and timely case placement.
Manage relationships with credit unions, leagues, and affiliated organizations, serving as their primary contact and building engagement with key decision-makers. Educate partners on AFA’s executive benefit solutions, generate qualified referrals, coordinate introductions to the sales team, and track partner activity and pipeline contributions in Salesforce.
The Regional Vice President of Sales is responsible for driving business growth by securing sales opportunities with key decision-makers across various sectors. They will manage a geographic territory, cultivate channel partner relationships, and execute strategic sales plans to meet revenue goals.
