Company
Case Management
CaseManagement-NewBusiness
Neural analysis suggests this role is
optimal for Mid candidates.
“Case Management- New Business. Skills: case management, process improvement, team leadership. Serve as subject matter expert. Train, coach, and mentor team members”
What You'll Achieve.
enhance the customer experience; ensuring high-quality outcomes; support team performance; optimize workflows; enhance efficiency; customer outcomes; meet service and productivity goals
Industry & Context.
resolving complex issues; problem-solving skills; navigate complex issues
What They're Looking For.
Must Have
3+ years in case management, life insurance operations, Experience serving as a mentor, exposure to auditing, providing feedback to processors, identifying process improvement opportunities, Excellent customer service skills, ability to quickly identify and respond to internal and external customer needs, Comprehensive knowledge of life insurance products and distribution channels, High attention to detail, commitment to quality and customer experience, problem-solving skills, ability to navigate complex issues
What You'll Do.
Serve as subject matter expert
and mentor team members
Lead quality and compliance audits
Monitor and manage team workflow
Act as primary escalation point
Partner closely with leadership
Develop and maintain training materials
Support day-to-day operations
How You'll Work.
Team & Collaboration
Partner closely with leadership to identify process gaps; facilitating resolution across teams
Full Job Description
## Description The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. In this role, you’ll serve as a subject matter expert and team lead within our Case Management department. You will be supporting daily operations, mentoring team members, and driving process improvements that enhance the customer experience. You’ll play a key role in ensuring high-quality outcomes by resolving complex issues, supporting team performance, and partnering with leadership to optimize workflows. If you enjoy coaching others, solving complex problems, and influencing how work gets done, this is a great opportunity to grow your career. ## Job Duties Serve as a trusted subject matter expert and go-to resource for complex case management processes, systems, and escalated issues Train, coach, and mentor team members to build capability, improve performance, and ensure consistency in how work is executed Lead quality and compliance audits, identifying trends, providing actionable feedback, and driving continuous improvement across the team Monitor and actively manage team workflow, balancing workloads and resolving bottlenecks to meet service and productivity goals Act as a primary escalation point for high-profile or complex cases, conducting research and facilitating resolution across teams Partner closely with leadership to identify process gaps, recommend improvements, and help implement solutions that enhance efficiency and customer outcomes Develop and maintain training materials, job aids, and process documentation to support ongoing learning and knowledge sharing Support day-to-day operations by stepping in to process complex or priority transactions as needed to ensure team success Other duties as assigned ## Qualifications 3+ years in case management, life insura
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