Case Manager

Addison Group; Frederick (MD); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Hybrid schedule

Training and onboarding

Career growth

Exposure to life insurance underwrite

Job summary

Addison Group, a leading financial services organization, seeks a New Business Case Manager in Frederick, MD for end-to-end management of life insurance applications through underwriting and policy issuance. This fast-paced, customer-facing role demands strong attention to detail and excellent communication as you coordinate with applicants, underwriting teams, and internal partners.

The position is full-time with a hybrid schedule (two remote days weekly) and offers benefits including medical,

Qualifications

• 3+ years of experience in case management, insurance operations, underwriting support, or related customer-facing role.
• Experience in life insurance or financial services preferred.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• CRM experience required (Salesforce preferred).
• Strong organizational and problem-solving skills.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Manage life insurance applications through underwriting to policy issuance.
• Review applications for completeness and identify missing information.
• Communicate with applicants, underwriting teams, and internal partners to move cases forward.
• Monitor case progress and ensure adherence to service timelines.
• Document all case activity within CRM systems (Salesforce preferred).
• Coordinate with underwriting, compliance, and policy issuance teams to resolve issues.
• Support resolution of escalations, requirements, and outstanding documentation.
• Maintain accuracy across high-volume case loads.
• Identify process delays or system issues and escalate appropriately.
• Provide a high level of customer service throughout the lifecycle of each case.

Skills

Case management

Insurance operations

Communication skills

Attention to detail

Multitasking

Independent work

Microsoft Office

Time management

Team coordination

Education

High school diploma

Tools

Salesforce

Job description

Job Title: New Business Case Manager

Industry: Life Insurance

Location (city, state): Frederick, MD (Hybrid)

Assignment Type: Direct Hire

Pay: $55,000 – $62,000 / year

Work Schedule: Full-time, Monday–Friday, standard business hours (Hybrid: 2 days remote – Monday & Friday)

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About Our Client: Addison Group is partnering with a leading financial services organization specializing in life insurance and long-term financial protection solutions. Our client is committed to delivering a seamless, customer-first experience while supporting individuals and families in securing financial stability through tailored insurance products.

Our client is seeking a New Business Case Manager to support the end-to-end management of life insurance applications through the underwriting and policy issuance process. This role serves as the primary point of contact after application submission, ensuring cases are accurately reviewed, properly documented, and efficiently moved through each stage of the process.

The ideal candidate thrives in a fast-paced, detail-driven environment and is comfortable managing multiple cases while communicating with customers, underwriting teams, and internal stakeholders. This is a highly operational, customer-facing role requiring strong analytical skills, process ownership, and the ability to resolve issues with accuracy and professionalism.

Key Responsibilities

• Manage life insurance applications from submission through underwriting, approval, and policy issuance
• Review applications for completeness and identify missing or inconsistent information
• Communicate clearly with applicants, underwriting teams, and internal partners to move cases forward
• Monitor case progress and ensure adherence to service level timelines
• Document all case activity accurately within CRM systems (Salesforce preferred)
• Coordinate with underwriting, compliance, and policy issuance teams to resolve issues
• Support resolution of escalations, requirements, and outstanding documentation
• Maintain accuracy and consistency across high-volume case loads
• Identify process delays or system issues and elevate appropriately
• Provide a high level of customer service throughout the lifecycle of each case

Qualifications

• High school diploma or equivalent required
• 3+ years of experience in case management, insurance operations, underwriting support, or related customer-facing role
• Experience within life insurance or financial services strongly preferred
• Strong attention to detail and ability to manage multiple priorities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• CRM experience required (Salesforce preferred)
• Strong organizational and problem-solving skills
• Ability to work independently in a fast-paced environment

Additional Details

• Must obtain Life & Health Producer License within 30 days of hire (training and study materials provided; up to 3 exam attempts)
• Opportunity to work in a high-growth, customer-focused environment
• Hybrid schedule with two remote days per week

Perks

• Career growth within a large, established organization
• Strong training and onboarding support
• Hybrid work flexibility
• Opportunity to build expertise in life insurance underwriting and case management
• Collaborative, fast-paced team environment

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. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.