Associate New Business Case Manager
Quick Summary
Perform and manage indexing and data entry of application information into workflow, customer/agent relationship management, and administrative systems.
Serve as the primary point of contact for agents, internal wholesalers, the Sales Center, and Client Services regarding application requirements through contract issuance.
About the Role
~1 min read- The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.
Responsibilities
~1 min read
Business Transaction Processing:
- →Perform and manage indexing and data entry of application information into workflow, customer/agent relationship management, and administrative systems.
- →Review and analyze application data to determine whether applications are in good order.
- →Develop a working knowledge of the products and services offered within the department.
- →Review files for completeness and issue contracts once all requirements are met.
- Serve as the primary point of contact for agents, internal wholesalers, the Sales Center, and Client Services regarding application requirements through contract issuance.
- Respond promptly to routine and non-routine telephone and email inquiries, and conduct outbound follow-up to obtain all requirements.
- Follow up promptly on pending contracts with outstanding or newly received requirements.
- Research and analyze issues related to new business status and other inquiries, and help coordinate resolution for management, Client Services, internal sales contacts, and agencies/brokers.
- Develop and maintain positive relationships with all internal and external customers.
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Knowledge of IMO operations preferred.
- Assist peers with processing questions and provide mentoring as needed.
- Perform administrative activities, including reviewing recurring reports and taking appropriate follow-up action.
- Complete other duties as assigned by management.
What We Offer
~4 min read
Here’s what some of our employees share about why they choose to work at Symetra:
“I started my Symetra journey through a temp role in Agency Services. I appreciated the flexibility of remote work and the opportunity to learn new areas of the business. Leadership valued my ideas and gave me a chance to contribute and grow, which led to a full-time position. I’ve been able to join ERGs, expand my network, and continue learning on a range of topics. I stay because of the culture—Symetra truly invests in its people, promotes diversity and inclusion, and offers great resources to support both career development and work-life balance.” - Carena M.R.., Unit Manager
“What I was searching for was a company that genuinely valued my voice—and I found that at Symetra. I truly enjoy working one-on-one with our customers, especially when they’re going through life’s toughest moments. Being able to offer support and hear their relief and gratitude when we help—it’s deeply meaningful. That’s what makes me proud to be part of the Symetra team.” - Lilly H., Claims Team Lead
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are built to make your life better both at work and at home.
Location & Eligibility
About this job
- Pay per year
- ≈ $45,760–$70,616 a year
- 4% above the $56,160 median for Case Manager jobs on Jobera (605 salaries).
- Posted
- 2 days ago
Listing Details
- Posted
- November 12, 2026
- First seen
- November 13, 2026
- Last seen
- November 14, 2026
Posting Health
- Days active
- 0
- Repost count
- 1
- Trust Level
- 71%
- Scored at
- November 14, 2026
Signal breakdown
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