Insurance Case Manager
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Job Description
New Business Case Manager at One Resource Group handling insurance applications and building strong relationships with agents and carriers. Requires strong industry knowledge and organizational skills.
Responsibilities:
- Review incoming insurance applications to ensure accuracy, completeness, and compliance
- Communicate application status clearly and professionally with agents, carriers, and internal stakeholders
- Maintain thorough and compliant electronic case files from submission through policy issuance
- Enter and audit data within applicable administrative systems
- Order, track, and retrieve underwriting requirements
- Coordinate suitability approvals and agent signatures to ensure regulatory compliance
- Follow up proactively and provide timely case status updates
- Prepare policies for issuance, assemble policy documents, and secure final delivery requirements
- Apply working knowledge of insurance laws, rules, and regulations
- Serve as a system and process resource for team members
- Perform administrative functions such as imaging, faxing, copying, and filing
- Consistently meet or exceed departmental quality and productivity standards
Requirements:
- Previous experience in insurance case management, underwriting support, or new business processing preferred
- Strong attention to detail with a sense of urgency and accountability
- Excellent verbal and written communication skills, including accurate documentation
- Highly organized with strong time-management and follow-up skills
- Proven analytical and problem-solving abilities
- Self-motivated professional who can work independently while collaborating with a team
Benefits:
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
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