New Business Case Manager

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What’s in Store 

We are on the lookout for an experienced and professional New Business Case Manager who will be responsible for serving as a critical link between our clients, underwriters, and the sales team, ensuring that policies are issued accurately and efficiently. You will work closely with the underwriting process for new disability insurance applications. Your role is pivotal in delivering exceptional customer service and ensuring that clients receive the disability coverage they need. As the New Business Case Manager, you will perform quality checks and research, review, and process disability insurance applications and make any necessary changes to the policies to ensure accuracy. 

To be successful in this role, you will ensure timely follow-up on all statuses of cases in the underwriting process and maintain organized records of applications, all communication, and underwriting decisions. You must possess the ability to multitask, meet important deadlines, and exhibit discretion with sensitive and confidential information.   

Key responsibilities include: 

• Stay updated on industry regulations and company policies to ensure that all processes and decisions are in line with applicable guidelines
• Collect, review, and process new disability insurance applications, ensuring that all required documentation is complete and accurate
• Act as a point of contact for clients, brokers, and agents, providing timely updates on the status of their applications and addressing any questions or concerns
• Collaborate with underwriters to assess risk and determine appropriate policy terms, including coverage amounts, premiums, and any necessary medical evaluations
• Review changes to products and procedures and recommend workflow and process changes to the New Business Manager
• Ensure that disability insurance policies are issued promptly and accurately, meeting all underwriting guidelines and regulatory requirements
• Conduct follow-ups to cases with outstanding requirements needing to be met; check the status of each outstanding requirement utilizing vendor sites or reaching out the life and/or long-term care clerical teams
• Research, review, correct and reissue policies as needed
• Maintain organized records of applications, communication, and underwriting decisions, and assist in maintaining accurate electronic records
• Educate clients and agents on the underwriting process, any additional requirements, and policy terms, helping them understand the coverage 
• Perform quality checks on issued policies to ensure accuracy and compliance with internal policies and external regulations
• Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
• Perform other duties as assigned

This is a full-time, home-based position. This position will have a work schedule until 7pm ET, M-F. 

Your Expertise, Skills, and Abilities

• Associate degree with 1-3 years of experience or an equivalent combination of both
• Proficient with Excel and other Microsoft Office Suite or related software
• Insurance experience strongly preferred
• OnBase experience preferred
• Proactive, independent, and takes initiative with consistent follow through
• Ability to manage tasks for several clients daily
• Superior time management skills with capability of working with and meeting deadlines
• Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment
• Excellent interpersonal skills to effectively communicate across the organization 
• Capable of working collaboratively and independently with minimal supervision
• Excellent customer service skills
• Excellent written and verbal communication skills
• Exhibit discretion with sensitive and confidential information 
• Proficient with Microsoft Office Suite or related software

Benefits

At Davies North America, we are dedicated to supporting the well-being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.