New Business Case Manager Job at Beacon Hill (Waltham)

New Business Case Manager

New Business Case Manager to $90K – Guide Client Experiences! Our client, a bout...

Location

United States , Waltham

Salary:

70000.00 - 90000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

What we offer

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

Fulltime

Case Manager New Business - Annuity

Location

United States , West Des Moines

Salary:

42357.00 - 70595.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
1-3 years' experience in a related field Preferred
Customer centric mindset
Strong communication skills, both verbal and written
Superior ability to listen and be responsive to customers
ability to relay difficult decisions while showing empathy
Strong sense of urgency
Excellent decision making skills with the ability to solve problems innovatively to find “win-win” solutions
Ability to work independently and also effectively work with diverse personalities
Strong organizational skills and attention to detail

Job Responsibility

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes
Work with, navigate within and understand complex computer systems while maintaining high quality work
application review
case management
quality assurance
inbound and outbound call support/guidance
Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication
Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment
Process applications and corresponding paperwork
document any outstanding requirements

What we offer

Health
Dental
Vision
Company Paid Retirement
PTO
Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Friday afternoons off all year long
competitive PTO
generous number of paid holidays

Fulltime

Case Manager New Business - Annuity

Provide professional, accurate and timely service to agents, distribution partne...

Location

United States , West Des Moines

Salary:

42357.00 - 70595.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
1-3 years' experience in a related field Preferred
Customer centric mindset
Strong communication skills, both verbal and written
Superior ability to listen and be responsive to customers
ability to relay difficult decisions while showing empathy
Strong sense of urgency
Excellent decision making skills with the ability to solve problems innovatively
Ability to work independently and also effectively work with diverse personalities
Strong organizational skills and attention to detail

Job Responsibility

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes
Work with, navigate within and understand complex computer systems while maintaining high quality work
application review
case management
quality assurance
inbound and outbound call support/guidance
Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication
Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment
Process applications and corresponding paperwork
document any outstanding requirements

What we offer

Health
Dental
Vision
Company Paid Retirement
PTO
Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long
competitive PTO

Fulltime

Case Manager - Life New Business

Location

United States , Sioux Falls, South Dakota; West Des Moines, Iowa

Salary:

37650.00 - 70595.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
1-3 years' experience in a related field Preferred
Customer centric mindset
Strong communication skills, both verbal and written
Superior ability to listen and be responsive to customers
ability to relay difficult decisions while showing empathy
Strong sense of urgency
Excellent decision making skills with the ability to solve problems innovatively
Ability to work independently and also effectively work with diverse personalities
Strong organizational skills and attention to detail

Job Responsibility

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes
Work with, navigate within and understand complex computer systems while maintaining high quality work
application review
case management
quality assurance
inbound and outbound call support/guidance
Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication
conduct communication in a professional, pleasant and helpful manner
perceive, distinguish and empathize with emotions of customers
Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you

Fulltime

Senior New Business Manager

The Senior New Business Manager plays a central role in driving Hogarth’s growth...

Location

United Kingdom , London

Salary:

Not provided

Hogarth

Expiration Date

Until further notice

Requirements

Exceptional writing and storytelling skills, with the ability to connect complex ideas into clear, persuasive narratives
Strategic thinker who can distil complexity into clarity and align ideas to client needs and business outcomes
Excellent verbal communication skills and confidence engaging with senior stakeholders across Hogarth, WPP, and client organisations
Highly organised and comfortable managing multiple projects and large volumes of content across stakeholders
Entrepreneurial and proactive — passionate about achieving goals and taking ownership of outcomes
Strong attention to detail and commitment to quality
A collaborative, positive, and solutions-focused mindset
Business and financial awareness, with an understanding of ROI and how to convert opportunities into profitable client wins
Proficiency in PowerPoint, Word, and Excel, with a good eye for design (advanced design skills not required)
Experience supporting the pitch process within a production, digital, data, or content agency

Job Responsibility

Take ownership of specific new business opportunities, leading the process end-to-end — from strategy to submission
Develop cohesive and compelling narratives that bring together strategy, operations, and creative thinking into a unified client story
Shape and articulate operational models and value propositions clearly — demonstrating how they work, why they matter, and the benefit to the client
Collaborate with internal stakeholders and client leads to ensure each response and presentation has a strong, client-centric narrative
Liaise with WPP agencies and colleagues on multi-agency opportunities
Build strong relationships with key stakeholders in Hogarth, WPP, WPP OpCos, and intermediaries
Support the ongoing development of case studies, marketing collateral, and credentials materials
Ensure the New Business Growth Hub is up to date with high-quality content that adheres to brand guidelines
Monitor and evaluate competitor activity and broader industry trends to keep Hogarth’s positioning sharp and differentiated.

What we offer

25 days holiday
Private Medical Care (Bupa)
Life Assurance – four times annual salary
Pension Scheme – Company contribution matched
An extra day leave on your Birthday
Employee Assistance Programme
WPP Group Discounts
Travel Season Ticket Loan
Gym Discounts
Mortgage Advice – In partnership with Charles Cameron and Associate

New Business Manager

A fantastic opportunity has arisen for an experienced New Business specialist to...

Location

United Kingdom , Birmingham

Salary:

Not provided

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience writing Commercial insurance classes
Demonstrated success in leading or managing a high-performing underwriting or sales-focused team
Strong commercial underwriting capability, particularly with complex cases
Excellent relationship-building skills, particularly with brokers
Confident decision-maker with strong analytical and commercial judgement
Motivated, proactive, and able to drive results through people and process

Job Responsibility

Lead the Regional New Business team to deliver profitable growth
Foster a strong performance and sales-driven culture
Underwrite larger and more complex commercial cases consistently and profitably
Build and maintain strong broker relationships to generate quality new business
Work with the Regional Distribution Manager to deliver the regional sales strategy
Support the development of underwriting capability and product knowledge within the team
Monitor and improve prospect quality, pipeline strength, and conversion rates

Fulltime

New Business Content Manager

In this role, you will be the engine behind our new business operations, keeping...

Location

United States

Salary:

85000.00 USD / Year

Bospar

Expiration Date

Until further notice

Requirements

At least 5 years of experience in a sales support, business development operations, or PR/marketing agency environment
Proven ability to produce clean, compelling content quickly and without heavy supervision, including case studies, award entries, and marketing communications
Strong organizational skills
you are a logistics powerhouse who thrives on keeping complex moving parts in order
Proactive, self-directed, and comfortable being the go-to person in a high-interruption environment
Experience writing about technology and business
familiarity with enterprise tech or AI is a strong plus
Fluency with CRM tools (e.g., HubSpot) and AI-powered productivity platforms
Experience with project management and cross-agency coordination
Multitasking capabilities and dedication to providing consistently high-quality work

Job Responsibility

Writing multiple daily follow-up emails to pitches in progress
Developing case studies that showcase client results and agency expertise
Drafting award entries for industry competitions such as PRWeek, PRSA, and Cannes Lions
Coordinating new business pipeline logistics, including prospect tracking, follow-ups, and scheduling across leadership and account teams
Coordinating RFP and proposal logistics from intake through final delivery
Contributing to new business pitches with supporting content and materials
Helping with creative ideas and problem-solving across the sales and content teams

What we offer

Fully remote
100% paid medical, dental, and vision benefits for you and your family
Monthly stipend toward internet, mobile, and wellness expenses
Generous PTO policy
401(k) match

Fulltime

Senior New Business and Marketing Manager

Working in to our Head of Marketing, you’ll play a key role in the growth of our...

Location

United Kingdom , London

Salary:

Not provided

ZEAL Creative

Expiration Date

Until further notice

Requirements

Proven experience working in an advertising agency across both marketing and new business development at a mid-senior level
A proactive approach to tasks, with the ability to manage and deliver multiple projects with ease
Clear examples of impact in previous roles across both growth and marketing projects with defined outcomes
Expertise in using CRM/Email Marketing platforms (ideally HubSpot)

Job Responsibility

Monitoring and actioning all new business enquiries alongside the Head of Marketing
Building responses (creds decks, RFIs)
Supporting internal departments in pitch processes
Managing the new business pipeline, actively fielding for and actioning opportunities for growth
Managing the relationship with and supporting our prospecting agency
Budget tracking, financial admin and reporting
The planning and delivery of events including workshops and masterclasses
Collating and writing entry material for awards
Supporting our PR agency with press release development and PR opportunities
CRM & email management via HubSpot

What we offer

24 days holiday (plus Bank Holidays)
Contributory pension scheme
Annual company bonus scheme
Private Medical Insurance
Life Assurance
Continuous learning and development
Enhanced parental benefits
The last Friday of every quarter is a ZEAL Day off
Christmas closure
Work from home budget to help you achieve your dream set up

Fulltime

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New Business Case Manager

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