New Business Case Manager

• managing new business email communication and application workflows
• coordinating medical exams and gathering required records with correct authorizations
• maintaining accurate policy files and database entries
• preparing correspondence, policy deliveries, and status updates
• processing reimbursements and supporting general office tasks such as scanning, mailing, and client phone support
• assisting with licensing needs and stepping in as backup for front‑desk coverage
• ensuring organized workspaces and supporting project‑based tasks as assigned

• 4+ years of experience in life insurance or financial‑services operations
• strong organizational ability with comfort handling high‑volume, multi‑stage workflows
• excellent communication skills across clients, advisors, and carriers
• proficiency in Microsoft Word and Excel with the ability to learn industry databases and illustration software
• sound judgment, reliability, and the ability to work independently with close attention to detail

Degree: Preferred

• 100% employer‑paid healthcare
• free onsite parking
• opportunity to join a small, professional team that values accuracy, ownership, and exceptional client service