Case Manager

One Resource Group; Fort Wayne (IN); On-site; USD 48,000 - 62,000; Full time

Job summary

One Resource Group (ORG) seeks a New Business Case Manager to process applications from receipt through placement. This role requires a solid insurance industry background and a proactive, can-do mindset to drive revenue and support a wide range of cases.

The position emphasizes relationship management, regulatory compliance, and collaboration across teams to ensure accurate files and timely delivery of documents.

Qualifications

• Demonstrated attention to detail and urgency in task completion.
• Strong verbal communication and presentation skills.
• Excellent written communication and thorough documentation.
• Solid organizational and time-management abilities.
• Proven analytical and problem-solving capabilities.

Responsibilities

• Communicate application status to all interested parties.
• Provide thorough knowledge of systems and serve as a resource to others.
• Apply knowledge of applicable laws, regulations, and rules.
• Communicate with clients to clarify requests and obtain required documents.
• Facilitate ordering and retrieval of underwriting requirements.
• Facilitate suitability approvals and agent signature processes to ensure regulatory compliance.
• Maintain detailed, compliant, and accurate electronic files and ensure policy issuance readiness.
• Follow up and provide timely status reports.
• Set up policies for issue, assemble policy docs, and secure delivery.
• Imaging/Faxing, copying, and filing as needed.
• Consistently meet or exceed productivity and quality standards set by the department.

Skills

Attention to detail

Verbal communication

Written communication

Organization

Analytical thinking

Job description

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 markets. ORG supports life, annuity, disability income, and long‑term care solutions for a nationwide network of advisors.

With nearly 20 years of industry leadership, ORG has served more than 190,000 families and supports over 80,000 agents through cutting‑edge technology, experienced underwriting, case design, case management, and advanced market expertise.

The New Business Case Manager successfully processes insurance applications from initial receipt through placement. The Case Manager has a solid background within the insurance industry and is capable of handling a multitude of cases while maintaining a positive “can‑do” approach to the position. The Case Manager is a highly visible role and directly impacts company revenue and requires a significant amount of relationship management responsibility.

Responsibilities

• Communicate application status to all interested parties
• Provide thorough knowledge of all systems to complete duties and serve as a resource to others
• Apply knowledge of pertinent laws, regulations and rules
• Communicate verbally and in writing with individual clients to clarify requests and obtain additional documentation required to process transactions
• Facilitate the ordering and retrieval of all necessary underwriting requirements
• Facilitate suitability approvals and agent signature requirements to maintain proper regulatory processes are followed consistently
• Maintain detailed, compliant and accurate files.Ensure that the electronic file is complete once a policy is issued
• Follow up and provide timely status reports
• Set policy up for issue, policy assembly and secure final delivery documents
• Other functions include Imaging/Faxing, Copying and Filing
• Consistently meet or exceed productivity and quality standards set forth by the department

Desired Skills, Experience & Education

• Consistent attention to detail and a focused sense of urgency
• Superior verbal, written and presentation skills, including strong documentation expertise
• Strong organization and time management skills; including follow up and completion
• Demonstrated problem solving and analytical skills
• Self-starter who can work independently with little supervision while contributing as a team member