Case Manager – Insurance/Finance

Integrity Marketing Group LLC

. Process insurance applications from initial receipt through placement .

Posted 9/21/2026full-timeRoanoke • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing insurance applications, maintaining compliance with laws and regulations, and ensuring accurate documentation. Strong communication and organizational skills are essential for managing client interactions and meeting productivity standards.

Highest-signal resume keywords

Insurance Industry ExperienceDocumentation ExpertiseAttention to DetailTime Management SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Application ProcessingRegulatory ComplianceFile ManagementUnderwriting RequirementsPolicy Assembly

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsTeam Collaboration

Tools & Technologies

Imaging SoftwareFax MachinesDocument Management Systems

Industry Keywords

Insurance ApplicationsSuitability ApprovalsClient CommunicationProductivity StandardsQuality Standards

About the role

Key responsibilities & impact

Process insurance applications from initial receipt through placement
Communicate application status to all interested parties
Provide knowledge of systems and serve as a resource to others
Apply pertinent laws, regulations and rules
Communicate with clients to clarify requests and obtain additional documentation
Order and retrieve necessary underwriting requirements
Facilitate suitability approvals and agent signature requirements
Maintain detailed, compliant and accurate files
Ensure electronic files are complete once policies are issued
Follow up and provide timely status reports
Set policies up for issue, assemble policies and secure final delivery documents
Perform imaging, faxing, copying and filing
Meet or exceed department productivity and quality standards

Requirements

What you’ll need

Solid background within the insurance industry
Consistent attention to detail and a focused sense of urgency
Superior verbal, written and presentation skills
Strong documentation expertise
Strong organization and time management skills, including follow-up and completion
Demonstrated problem-solving and analytical skills
Ability to work independently with little supervision while contributing as a team member

Benefits

Comp & perks

Competitive compensation package
Benefits for employees and their families
Professional opportunities and career acceleration
Reasonable accommodations for qualified individuals with disabilities