Case Manager (Insurance/Finance)

Integrity; Roanoke (IN); On-site; USD 55,000 - 85,000; Full time

Job summary

Integrity is seeking a New Business Case Manager to process insurance applications from intake through placement. The role requires strong relationship management and a proactive, detail-oriented approach in a high-visibility position that impacts revenue.

Responsibilities include communicating status to stakeholders, navigating underwriting requirements, and maintaining compliant files while meeting productivity and quality standards.

Qualifications

• Candidates must demonstrate high attention to detail and urgency.
• Excellent written and verbal communication with strong documentation skills.
• Able to work independently with minimal supervision and collaborate in a team.

Responsibilities

• Communicate application status to all interested parties.
• Provide thorough knowledge of systems and serve as a resource to others.
• Apply knowledge of pertinent laws, regulations and rules.
• Communicate with individual clients to clarify requests and obtain additional documentation.
• Facilitate ordering and retrieval of underwriting requirements.
• Facilitate suitability approvals and agent signatures to maintain regulatory processes.
• Maintain detailed, compliant files and ensure the electronic file is complete after a policy is issued.
• Follow up and provide timely status reports.
• Set policy up for issue, policy assembly and final delivery documents.
• Imaging/Faxing, Copying and Filing.
• Consistently meet or exceed productivity and quality standards set forth by the department.

Skills

Attention to detail

Time management

Verbal communication

Written communication

Presentation skills

Documentation

Analytical/problem solving

Independent worker

Job description

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

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.