Case Manager

About the role

The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. They act as a liaison between internal teams and external partners, managing cases to completion and communicating updates clearly and regularly.

Responsibilities

• Build and maintain trust with producers and sales teams.
• Proactively manage cases to completion by securing outstanding requirements.
• Communicate case updates clearly and regularly to stakeholders.
• Handle inbound and outbound communications within service level agreements.
• Collaborate with New Business and Underwriting to prioritize cases.
• Serve as a bridge between producers and home-office teams.
• Order and follow up on underwriting requirements.
• Troubleshoot and resolve issues with pending business.
• Educate partners on New Business platforms (e.g., OneSource Online, DocFast).
• Provide mentorship to Case Manager I team members.

Requirements

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services)
• High School Diploma required
• 3+ years in customer service, ideally with client relationship management
• 2+ years in financial or insurance-related roles (preferred but not required)
• Strong attention to detail and ability to work independently in a fast-paced, high-volume environment
• Proficient in Microsoft Office products (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Able to collaborate effectively with internal teams and stakeholders

Qualifications

• Strong attention to detail and ability to work independently in a fast-paced, high-volume environment
• Proficient in Microsoft Office products (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Able to collaborate effectively with internal teams and stakeholders

Skills

• Strong attention to detail
• Ability to work independently in a fast-paced, high-volume environment
• Proficient in Microsoft Office products
• Excellent verbal and written communication skills
• Able to collaborate effectively with internal teams and stakeholders

Benefits

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location

Pay

Salary Band: 02B

Schedule

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.