New Business Case Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Addison Group · 2 weeks ago

New Business Case Manager

Addison Group is seeking New Business Case Managers for our client in the insurance industry located in Addison, TX. This role is onsite and plays a critical part in ensuring the accurate and timely processing of life insurance applications, acting as a liaison between independent agents, internal departments, and insurance carriers.

Information TechnologyRecruitingStaffing Agency
check
Growth Opportunities

Responsibilities

Reviewing life insurance applications for accuracy and completeness
Communicating with agents via phone and email to collect missing information
Entering application data into internal systems using multiple monitors
Submitting completed paperwork to insurance carriers
Monitoring the progress of applications and ensuring deadlines are met
Providing clear, professional customer service and internal communication
Supporting team goals and contributing to a positive work environment

Qualification

Microsoft Office SuiteAdministrative experienceOperational experienceLife insurance experienceFinancial services experience

Required

1+ years of administrative or operational experience in a fast-paced environment
Proficiency with Microsoft Office Suite (Outlook, Excel, Word)

Preferred

Prior experience in life insurance or financial services industry is a plus

Benefits

Medical
Dental
Vision
401(k)

Company

Addison Group

company-logo
Addison Group specializes in filling company’s contract, contract-to-hire, or direct hire positions with professional candidates.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Odyssey Investment Partners
2022-01-04Acquired
2016-12-19Private Equity

Leadership Team

leader-logo
Thomas B. Moran
CEO
linkedin
Company data provided by crunchbase