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New Business Case Manager Jobs (NOW HIRING)

Ethos Life

Insurance Case Manager

$90K - $120K/yr

About the role We're looking for an Insurance Case Manager to own a portfolio of pending ... Work across underwriting, new business, policy administration, sales/agent, and carrier teams to ...

Zeno

Manager, New Business

Chicago, IL · On-site

$75K - $95K/yr

Maintain new business systems, CRM data, case studies and other agency resources to improve visibility, reporting and institutional knowledge. * Business Growth & Agency Development: Identify ...

Banner Life

Sales Case Manager

Frederick, MD · On-site

$55K - $65K/yr

Direct Business Case Manager Join a team that's transforming how customers experience life ... Reviewing and validating new applications * Coordinating underwriting requirements and follow-ups

AmeriLife Group LLC

Case Manager

$20.50 - $26.25/hr

Case Managers provide new business support to key business partners. They must independently manage cases by creatively resolving issues, negotiating underwriting offers (where applicable) while ...

Dow Jones

New Business Sales Executive

New York, NY · On-site

You will be responsible for managing the complete sales cycle from start to finish. You must ... Strong negotiation and closing skills to build a solid and persuasive business case, overcome ...

Integritymarketing

New Business Coordinator

Austin, TX · On-site

New Business Coordinator We are looking for a New Business Coordinator/Data Entry Specialist to ... File and manage case documentation in the company system. * Pre-populate insurance applications ...

Movers+Shakers

New Business Account Manager

New York, NY · On-site

$90K - $110K/yr

Movers+Shakers is looking for a driven, detail-oriented New Business Account Manager to be the ... This involves sourcing relevant case studies, pulling capability slides, and structuring a ...

Acrisure

Case Manager

Stevens Point, WI · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Must be familiar with new business processes and various state requirements Oversee the delivery of ...

Acrisure

Case Manager

Parsippany, NJ · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Must be familiar with new business processes and various state requirements Oversee the delivery of ...

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How much do new business case manager jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for new business case manager in the United States is $22.95, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $24.76 per hour, depending on experience, location, and employer.

What is a new business case manager?

New Business Case Managers are professionals responsible for overseeing and coordinating the process of new business applications within organizations, typically in the insurance or financial services sectors. They act as a liaison between clients, agents, underwriters, and other departments to ensure that all necessary documentation is collected, reviewed, and processed efficiently. Their role involves managing the workflow of new applications, resolving any issues or discrepancies, and ensuring that cases move smoothly from submission to approval. This position requires strong organizational, communication, and problem-solving skills. New Business Case Managers play a key role in providing a positive experience for clients and supporting the overall growth of the business.

What are the key skills and qualifications needed to thrive as a new business case manager?

To thrive as a New Business Case Manager, you need strong organizational skills, attention to detail, and a solid understanding of insurance or financial services, often supported by a bachelor's degree. Familiarity with case management software, CRM systems, and knowledge of underwriting processes or industry certifications like LOMA are typically required. Excellent communication, problem-solving, and customer service skills set standout candidates apart. These skills are essential for efficiently processing new business applications, ensuring compliance, and facilitating smooth client onboarding.

What are some common challenges faced by new business case managers during the onboarding process of new clients?

New Business Case Managers often encounter challenges such as navigating complex documentation requirements, coordinating between multiple departments (like underwriting, sales, and compliance), and ensuring timely follow-up with clients to gather outstanding information. Balancing accuracy with efficiency is crucial, as incomplete or delayed submissions can slow down the onboarding process. Strong organizational skills and proactive communication with both internal teams and clients help overcome these challenges and ensure a smooth transition for new business cases.

What is the difference between New Business Case Manager vs Business Development Specialist?

AspectNew Business Case ManagerBusiness Development Specialist
Required CredentialsBachelor's degree, industry certificationsBachelor's degree, sales or marketing certifications
Work EnvironmentCorporate, project-focusedSales, client-facing roles
Employer & Industry UsageFinancial, consulting, corporate sectorsSales, marketing, tech industries

The New Business Case Manager primarily focuses on analyzing and preparing business cases to support new projects or initiatives within a company. In contrast, a Business Development Specialist concentrates on identifying new market opportunities, building client relationships, and driving sales growth. While both roles involve strategic thinking and industry knowledge, the New Business Case Manager is more project and analysis-oriented, whereas the Business Development Specialist emphasizes client engagement and revenue generation.

Are new business case managers in demand?

New business case managers are in demand as organizations seek professionals to evaluate and develop new projects, products, and services. The role often requires strong analytical skills, industry knowledge, and familiarity with financial modeling tools, making it a valuable position in many industries experiencing growth or change.

How to become a new business case manager with no experience?

To become a new business case manager with no experience, focus on developing strong analytical, communication, and project management skills through relevant coursework or certifications. Gaining familiarity with business analysis tools and understanding financial principles can also improve your prospects, and entry-level roles or internships in related fields can provide valuable experience to advance into this position.

Is a New Business Case Manager an entry-level job?

A New Business Case Manager role is typically not entry-level; it usually requires several years of experience in business analysis, project management, or related fields. The position often involves managing complex proposals and may require familiarity with industry tools and certifications, such as PMP or business analysis credentials.
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New Business Case Manager jobs near you
Infographic showing various New Business Case Manager job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,743 per year, or $23 per hour.

New Business Case Manager

Trusted Fraternal Life

Milwaukee, WI • On-site

$37K - $56K/hr

Full-time

Medical, Life, Retirement

Posted 19 days ago

Job description

New Business Case Manager
The purpose of this position is to provide proactive support to Trusted Fraternal Life’s Sales professionals and the Underwriting team by acting as owners of Life and Annuity new business cases and striving to maximize the number of cases issued and placed.
This role requires a deep understanding of what Sales professionals need to be successful, in addition to a broad depth of new business and underwriting knowledge. Individuals in the role must have the ability to quickly understand and research unusual and complex questions with undefined parameters and produce accurate responses
WHAT YOU'LL DO:
As a New Business Case Manager, you will:
  • Manages the life cycle of each application working closely with the sales professionals and underwriters while demonstrating an ownership mentality
  • Displays critical thinking and proactive case management skills throughout the new business process
  • Engages in proactive communication to sales professionals regarding submitted applications as well as build rapport and loyalty through excellent support and guidance
  • Conducts professional and accurate telephone interviews with the applicants for completion of the medical Part II of the life application
  • Works with multiple cases at one time, prioritizes workload with direction and provides updates on key/critical cases
QUALIFICATIONS
  • Post-secondary degree or equivalent experience in related field
  • Excellent oral and written communication skills with high level of professionalism
  • Excellent decision-making skills with an eye towards finding “win-win” solutions
  • Self-starter with excellent teamwork skills and an innate sense of urgency
  • Proficient in Microsoft Office and the ability to learn proprietary software
  • Bilingual/Spanish Communication a plus
WHAT WE OFFER
  • A generous base salary plus short-term incentive bonus eligibility
  • Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
  • Free parking in our Home Office structure
  • Wellness subsidy program
  • Ability to work remote on Friday
  • Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
About Trusted Fraternal Life
Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Our Mission...
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.

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