New Business Case Manager

The primary role for New Business Case Manager - Activation position is to audit incoming applications by reviewing critical dates, age and signature information, and verify that member's insurance portfolio does not exceed maximum coverage allowed; ensure a complete, correct and appropriate application has been received according to established audit rules to make the new business and underwriting review process more expeditious.

This position is full-time located in Arlington, Virginia and will report to the Manager, New Business Life Policy Administration.

Core Working Hours: 8:30 am to 5:00 pm

Primary Responsibilities:

Serve as the go between, between the Insured, Vendors, Sales, Underwriting, and/or Customer Service regarding any information required to complete applications in a timely fashion
Accurately process applications in appropriate data management systems a

Become familiar with the policies and procedures of the Association and be capable of communicating information regarding Association insurance and annuity plans directly with members
Manage assigned case load through the entire application lifecycle, reviewing status at established intervals, withdrawals, refunds, activations and associated member correspondence, ensure that the database accurately reflects the status of assigned case load; respond to inquiries relative to the flow of New Business applications in general and a member's account in particular
Monitor work flow system to maintain timely review of applications in pending status
Responsible for understanding and incorporating evolving changes in current products and/or new products, processes and systems within the department, and identify and make recommendations for improvements to enhance productivity
Maintain professional and technical knowledge of the organization’s systems (i.e., CRM,Policy Administration, Archiving System, etc.) in order to accomplish the planned goals and objectives


Bachelor’s degree in business or related field, and at least 2-5 years of prior life insurance operational experience required
Working knowledge of new business and/or operational software, including reporting; concepts, processes, procedures, and practices, phone queue systems, and insurance policy administration system experience is essential
Proficiency in Microsoft office products (Word, Excel, etc.) is a must
Candidates must have excellent written and verbal communication skills, interpersonal skills, and the ability to establish and maintain effective working relationships with others, including the ability to train new team members
Must have strong organizational skills, be detail-oriented, and possess sound judgment

How to apply: Please send resumes to or call 202-251-8110 and ask for Sybil Galligan

  • Apply with Adecco

Reference number US_EN_2_027732_142293