Case Manager

Company Description

One Resource Group (ORG), an Integrity company headquartered in Roanoke, Indiana, is a leading Brokerage General Agency (BGA) specializing in fully underwritten and advanced planning markets. ORG supports life, annuity, disability income, and long‑term care solutions for a nationwide network of advisors.

With nearly 20 years of industry leadership, ORG has served more than 190,000 families and supports over 80,000 agents through cutting‑edge technology, experienced underwriting, case design, case management, and advanced market expertise.

The New Business Case Manager plays a critical role in processing insurance applications from receipt through policy issuance. This position requires strong insurance industry knowledge, excellent organizational skills, and the ability to manage multiple priorities in a fast‑paced environment. As a highly visible role, the Case Manager directly impacts revenue and builds strong relationships with agents, carriers, and internal partners.

• Review incoming insurance applications to ensure accuracy, completeness, and compliance
• Communicate application status clearly and professionally with agents, carriers, and internal stakeholders
• Maintain thorough and compliant electronic case files from submission through policy issuance
• Enter and audit data within applicable administrative systems
• Order, track, and retrieve underwriting requirements
• Coordinate suitability approvals and agent signatures to ensure regulatory compliance
• Follow up proactively and provide timely case status updates
• Prepare policies for issuance, assemble policy documents, and secure final delivery requirements
• Apply working knowledge of insurance laws, rules, and regulations
• Serve as a system and process resource for team members
• Perform administrative functions such as imaging, faxing, copying, and filing
• Consistently meet or exceed departmental quality and productivity standards

• Previous experience in insurance case management, underwriting support, or new business processing preferred
• Strong attention to detail with a sense of urgency and accountability
• Excellent verbal and written communication skills, including accurate documentation
• Highly organized with strong time‑management and follow‑up skills
• Proven analytical and problem‑solving abilities
• Self‑motivated professional who can work independently while collaborating with a team

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Short-Term and Long-Term Disability