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Case Manager, New Business

Western & Southern Financial Group

Cincinnati, Ohio, United States Full Time July 21, 2026
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Vacancy Description

Overview

Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.

Responsibilities

What you will do:

  • Responsible for resolving inquiries received via telephone, e-mail, or written correspondence from agents/producers and other clients. Gathers, researches, and analyzes policy information to provide accurate information to each client.
  • Determines case activation status, processes accounting items, researching additional items if needed before activation and ...
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