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New Business Life Insurance Case Manager Jobs (NOW HIRING)

APR

Life Insurance Senior Case Designer

Miami, FL · Hybrid

Senior Life Insurance Case Designer Location: Hybrid remote in Coral Gables, FL 33134 Job Type ... Bachelor's degree in Finance, Business Administration, or related field; advanced degrees or ...

New York Life

Life Insurance Agent

Greenville, NC

$69K - $130K/yr

The New York Life Insurance Agent's role is all about building relationships with and providing the ... Strong business acumen. * Professional business demeanor. * Perseverance in the face of a challenge

Ash Brokerage

Life Case Manager

Fort Wayne, IN · On-site

$19.75 - $25.50/hr

... new business opportunities. Continuously look for ways to expedite and improve our processes and ... insurance, or medical terminology About Integrity Integrity is one of the nation's leading ...

New York Life

Life Insurance Agent

Wilmington, NC · On-site

$69K - $130K/yr

The New York Life Insurance Agent's role is all about building relationships with and providing the ... Strong business acumen. * Professional business demeanor. * Perseverance in the face of a challenge

Globe Life

Be Seen First

Life Insurance Agent

Alpharetta, GA · Remote

$4.0K - $8.0K/wk

... to both new and existing clients. Your expertise in assessing client needs and delivering ... Expand business opportunities through strategic networking and referral development * Ensure ...

Symmetry Financial Group

Life Insurance

Denver, CO · On-site

... new agents may begin prospering within the business model immediately. This company puts its ... Excellent average pay: Part-time- 32,000$/ year Full-time- 100,000$/ year Manager- over 200,000 ...

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New Business Life Insurance Case Manager information

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$32.5K

$50.8K

$74K

How much do new business life insurance case manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for new business life insurance case manager in the United States is $50,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What does a new business life insurance case manager do?

A New Business Life Insurance Case Manager is responsible for overseeing and coordinating the application process for new life insurance policies. They act as a liaison between clients, insurance agents, and underwriters to ensure all required documents are collected and submitted accurately and promptly. Their duties include reviewing applications, tracking progress, resolving issues, and keeping all parties informed throughout the underwriting process. Ultimately, they help ensure a smooth and efficient experience for customers applying for life insurance.

What are some common challenges faced by new business life insurance case managers and how can they be managed effectively?

New Business Life Insurance Case Managers often encounter challenges such as managing multiple applications simultaneously, coordinating with underwriters and agents, and ensuring all documentation meets compliance standards. Effective organizational skills and clear communication are essential for tracking case progress and resolving issues quickly. Building strong relationships with both internal teams and external partners can help streamline the process and minimize delays, ultimately leading to a smoother experience for both clients and stakeholders.

What are the key skills and qualifications needed to thrive as a new business life insurance case manager, and why are they important?

To excel as a New Business Life Insurance Case Manager, you need a solid understanding of life insurance products, case management processes, and regulatory compliance, often supported by industry experience or certifications like LOMA. Familiarity with agency management systems, underwriting platforms, and electronic document management tools is typically required. Outstanding organizational skills, attention to detail, and effective communication help you coordinate with clients, underwriters, and agents efficiently. These competencies ensure smooth policy issuance, minimize errors, and provide a high level of service in a deadline-driven environment.

What is the difference between New Business Life Insurance Case Manager vs Underwriting Specialist?

AspectNew Business Life Insurance Case ManagerUnderwriting Specialist
Primary RoleManages new life insurance applications, coordinates documentation, and ensures smooth policy issuance.Assesses risk, reviews applications, and determines policy eligibility based on health and financial data.
Required CredentialsTypically requires insurance licensing, customer service experience, and knowledge of policies.Often requires actuarial, underwriting, or insurance certifications and risk analysis skills.
Work EnvironmentOffice-based, interacting with clients, agents, and internal teams.Office or remote, focused on data analysis, risk assessment, and decision-making.

While both roles are integral to the life insurance industry, the New Business Life Insurance Case Manager focuses on processing and managing new applications, ensuring client satisfaction. The Underwriting Specialist concentrates on evaluating risks to determine policy approval. Understanding these differences helps job seekers identify the right career path within the insurance sector.

What cities are hiring for New Business Life Insurance Case Manager jobs?

Cities with the most New Business Life Insurance Case Manager job openings:

What states have the most New Business Life Insurance Case Manager jobs?

States with the most job openings for New Business Life Insurance Case Manager jobs include:

Infographic showing various New Business Life Insurance Case Manager job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $50,841 per year, or $24.4 per hour.

New Business Case Manager

Milwaukee, WI

Trusted Fraternal Life
See more jobs at Trusted Fraternal Lifeexternal

$37K - $56K/hr

Full-time

Medical, Life, Retirement

Re-posted 7 days ago

Key responsibilities

  • Manage the life cycle of each application, working closely with sales professionals and underwriters.

  • Conduct professional and accurate telephone interviews with applicants for the medical Part II of the life application.

  • Provide proactive communication and updates to sales professionals regarding submitted applications.

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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