New Business Insurance Case Manager
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Job Location:
Roanoke, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
New Business - Insurance Case Manager
One Resource Group (An Integrity Company)
Roanoke IN
About One Resource Group
One Resource Group (ORG) an Integrity company headquartered in Roanoke Indiana is a leading Brokerage General Agency (BGA) specializing in fully underwritten and advanced planning supports life annuity disability income and longterm care solutions for a nationwide network of advisors.
With nearly 20 years of industry leadership ORG has served more than 190000 families and supports over 80000 agents through cuttingedge technology experienced underwriting case design case management and advanced market expertise.
Learn more at .
Position Summary
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 fastpaced environment. As a highly visible role the Case Manager directly impacts revenue and builds strong relationships with agents carriers and internal partners.
Key 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
Qualifications & Skills
- 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 timemanagement and followup skills
- Proven analytical and problemsolving abilities
- Selfmotivated professional who can work independently while collaborating with a team
Why Join One Resource Group
- Industryleading brokerage with national impact
- Fastgrowing organization with longterm stability
- Collaborative team environment
- Opportunity to directly influence business outcomes
Benefits Available
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Manager
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
About Company
Integrity is a one-of-a-kind insurtech company, using data, technology and a human touch to deliver a better insurance experience.
