New Business - Insurance Case Manager
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Overview
Job Description
New Business - Insurance Case Manager
One Resource Group (An Integrity Company)đź“Ť Roanoke, IN
About One Resource Group
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.
Learn more at www.orgcorp.com.
Position Summary
The New Business Case Manager plays a critical role in processing insurance applications from receipt through policy issuance. This position requires strong insurance industry knowledge, excellent organizational skills, and the ability to manage multiple priorities in a fast‑paced environment. As a highly visible role, the Case Manager directly impacts revenue and builds strong relationships with agents, carriers, and internal partners.
Key Responsibilities
- Review incoming insurance applications to ensure accuracy, completeness, and compliance
- Communicate application status clearly and professionally with agents, carriers, and internal stakeholders
- Maintain thorough and compliant electronic case files from submission through policy issuance
- Enter and audit data within applicable administrative systems
- Order, track, and retrieve underwriting requirements
- Coordinate suitability approvals and agent signatures to ensure regulatory compliance
- Follow up proactively and provide timely case status updates
- Prepare policies for issuance, assemble policy documents, and secure final delivery requirements
- Apply working knowledge of insurance laws, rules, and regulations
- Serve as a system and process resource for team members
- Perform administrative functions such as imaging, faxing, copying, and filing
- Consistently meet or exceed departmental quality and productivity standards
Qualifications & Skills
- Previous experience in insurance case management, underwriting support, or new business processing preferred
- Strong attention to detail with a sense of urgency and accountability
- Excellent verbal and written communication skills, including accurate documentation
- Highly organized with strong time‑management and follow‑up skills
- Proven analytical and problem‑solving abilities
- Self‑motivated professional who can work independently while collaborating with a team
Why Join One Resource Group?
- Industry‑leading brokerage with national impact
- Fast‑growing organization with long‑term stability
- Collaborative team environment
- Opportunity to directly influence business outcomes
Benefits Available
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
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.Â
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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.