New Business - Insurance Case Manager

Integrity Marketing Group•Roanoke, IN

About The Position

The New Business Case Manager plays a critical role in processing insurance applications from receipt through policy issuance. This position requires strong insurance industry knowledge, excellent organizational skills, and the ability to manage multiple priorities in a fast‑paced environment. As a highly visible role, the Case Manager directly impacts revenue and builds strong relationships with agents, carriers, and internal partners.

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

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