New Business Case Manager - Disability Insurance (Remote)

New Business Case Manager - Disability Insurance (Remote)

Department: Customer Service

Employment Type: Permanent - Full Time

Location: Home United States

Reporting To: Kai Martin

Compensation: $23.60 - $26.50 / hour

Description

Our StoryImagine 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 a New Business Case Manager to join our team. New Business Case Manager is responsible for serving as a critical link between clients, underwriters, and the sales team, ensuring that policies are issued accurately and efficiently. Working closely with the underwriting process for new disability insurance applications, this position is pivotal in delivering exceptional customer service and ensuring that clients receive the disability coverage they need.

Key Responsibilities

• Perform quality checks and research, and collect, review, and process new disability insurance applications, ensuring that all required documentation is complete and accurate. 
• Ensure timely follow-up on all statuses of cases in the underwriting process and maintain organized records of applications, all communication, and underwriting decisions.
• Stay updated on industry regulations and company policies to ensure that all processes and decisions are in line with applicable guidelines.
• 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. 

Skills, knowledge & expertise

• Associate’s degree with 1-3 years of experience or an equivalent combination of both.
• Proficient with Excel and other Microsoft Office Suite or related software.
• Must be able to work a Pacific Time zone work schedule. 
• Insurance experience strongly preferred. 
• OnBase experience preferred. 
• Proactive, independent, and takes initiative with consistent follow through.
• Ability to manage tasks for several clients daily.
• Must possess the ability to multitask, meet important deadlines, and exhibit discretion with sensitive and confidential information and be proactive and take initiative as the 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. 

Equal Employment Opportunity & Legal Notices

BenefitsAt 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 support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage

Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Diversity and InclusionDavies 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.

Compensation Transparency:
The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

Essential Functions
The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

• Maintain regular and dependable attendance.
• Be available and able to perform job responsibilities during established work hours.

Background Check & Fair Chance Compliance Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.

Massachusetts Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

AI Policy
At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment. 

We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at [email protected]