New Business Case Manager

TL;DR

New Business Case Manager: Managing the end-to-end processing of new insurance applications to support producers with an accent on relationship management, application accuracy, and timely resolution of service requests. Focus on navigating complex underwriting workflows, resolving escalations, and ensuring high-quality service delivery in a fast-paced environment.

Location: Toronto (Hybrid)

Salary: $43,000 - $63,000

Company

hirify.global is a financial services organization committed to providing life insurance products and fostering an inclusive, equal-opportunity work environment.

What you will do

• Manage the end-to-end lifecycle of new business applications, from initial setup to policy settlement.
• Serve as the primary point of contact for producers, providing timely updates and resolving inquiries via phone, email, and portal.
• Review and verify the accuracy of application documentation, premium payments, and underwriting requirements.
• Coordinate with internal teams to facilitate certificate issuance and delivery requirements.
• Independently resolve producer escalations through root cause analysis and effective problem-solving.
• Identify and recommend process improvements to enhance producer experience and operational efficiency.

Requirements

• 3-5 years of experience in customer service, preferably within the insurance industry.
• Strong understanding of life insurance products, systems, and regulatory requirements.
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• Excellent analytical and problem-solving skills with high attention to detail.
• Experience servicing US life insurance applications is required.
• Ability to work rotating shifts, including US/Canadian statutory holidays.

Nice to have

• Industry certifications such as LOMA or NAILBA.

Culture & Benefits

• Commitment to Inclusion, Diversity, and Equity (IDE) as a core strategic objective.
• Supportive team-oriented environment focused on professional growth.
• Competitive base salary with potential for discretionary variable incentive plans.
• Hybrid work model providing flexibility in work arrangements.