New Business Case Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a New Business Case Manager to their, The Warner Companies, team in Timonium, MD.

The New Business Case Manager will be responsible for completing the medical underwriting and application process for individual life, disability, and long-term care insurance products from submission through policy issue. This individual will work closely with Producers, carrier underwriters and clients to ensure timely and accurate handling of each case.

Essential Functions:

• Coordinate and manage the beginning to end process of new business insurance applications.
• Oversee scheduling of carrier specific medical requirements and the process of requesting medical records.
• Communicate with Producers and clients regarding missing or additional requirements.
• Review applications for completeness, accuracy, and compliance.
• Monitor case status daily and provide timely updates to Producers.
• Proactively identify and resolve potential roadblocks in the underwriting process.
• Prepare and submit policy delivery requirements and follow up to ensure placement.
• Maintain detailed records and case documentation within CRM or case management system.

Education & Experience:

• 2+ years of experience in a case management, underwriting support, or new business role within the insurance industry preferred.
• Experience working with multiple insurance carriers and product lines (life, DI, LTC) preferred.
• Associate’s or Bachelor’s degree is a plus but not required.
• Industry certifications and experience processing large, complex life insurance transactions are a plus.

Competencies & Qualifications: 

• Understanding of life, disability, and long-term care products and underwriting processes.
• Ability to review applications and requirements with a high level of accuracy and attention to detail. 
• Strong written and verbal communication skills to interact professionally with Producers, clients, and carriers.
• Proven ability to manage multiple cases, meet deadlines, and prioritize competing tasks. Must have a strong sense of urgency. 
• Proactive mindset with ability to troubleshoot and escalate issues when necessary.
• Comfortable using case management systems, CRMs, and Microsoft Office Suite.
• Works well collaboratively and contributes to a positive and productive team environment.