Associate Case Manager

Job Summary

To support the processing of new business applications, the full-time Associate New Business Case Manager will review and analyze applications for compliance and completeness, serve as a point of contact for agents and internal teams, and manage the transaction process to generate contracts.

Key responsibilities

• Perform index and data entry of application information, ensuring applications are in good order and issuing contracts upon completion
• Act as the primary contact for agents and internal teams, responding to inquiries and following up on outstanding requirements for contracts
• Research and coordinate issue resolutions related to new business applications, maintaining positive relationships with internal and external customers

Required qualifications

• Proven experience in business transaction processing or a related field
• Familiarity with compliance regulations and application review processes
• Ability to manage relationships and communicate effectively with various stakeholders
• Strong organizational skills to handle multiple tasks and follow up on pending contracts
• Experience with administrative tasks and mentoring peers is a plus