New Business Case Manager

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New Business Case Manager to $90K – Guide Client Experiences!

Our client, a boutique professional services firm, is seeking a New Business Case Manager to guide clients through the fully policy onboarding experience. In this role, you’ll keep applications, exams, and carrier communication moving smoothly while acting as a steady, detail-focused resource for clients and advisors. The ideal candidate brings 4+ years of life-insurance or financial-services experience.

Position Details:

• Location: Waltham, MA
• Work Model: In Office
• Degree: Preferred
• Responsibilities include managing new business email communication and application workflows; coordinating medical exams and gathering required records with correct authorizations; maintaining accurate policy files and database entries; preparing correspondence, policy deliveries, and status updates; processing reimbursements and supporting general office tasks such as scanning, mailing, and client phone support; assisting with licensing needs and stepping in as backup for front‑desk coverage; ensuring organized workspaces and supporting project‑based tasks as assigned.
• The ideal candidate possesses 4+ years of experience in life insurance or financial‑services operations; strong organizational ability with comfort handling high‑volume, multi‑stage workflows; excellent communication skills across clients, advisors, and carriers; proficiency in Microsoft Word and Excel with the ability to learn industry databases and illustration software; sound judgment, reliability, and the ability to work independently with close attention to detail.

Enjoy 100% employer‑paid healthcare, free onsite parking, and the opportunity to join a small, professional team that values accuracy, ownership, and exceptional client service.

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