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New Business Case Manager

New Business Case Manager

Addison GroupAddison, TX, US
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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. You'll act as a liaison between independent agents, internal departments, and insurance carriers, making sure all documentation is complete and processed efficiently.

Key responsibilities include :

  • 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

Qualifications :

  • 1+ years of administrative or operational experience in a fast-paced environment
  • Proficiency with Microsoft Office Suite (Outlook, Excel, Word)
  • Prior experience in life insurance or financial services industry is a plus
  • Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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    Case Manager • Addison, TX, US