✦ Luna Orbit — Consulting & Advisory

Case Manager%2C New Business

at Western & Southern Financial Group

Unknown Posted April 17, 2026
Type Not Specified
Experience mid
Exp. Years Not specified
Education Not specified
Category Consulting & Advisory

This role is focused on case management for new business. The case manager coordinates intake and organizes documentation and follow-ups to support effective case processing.

  • Manage new business case intake and documentation
  • Coordinate services and referrals
  • Conduct basic assessments related to cases
  • Track and complete follow-ups to ensure timely resolution
  • Maintain accurate case files for ongoing processing

No specific technical stack is stated. Work is likely process- and documentation-driven with a focus on case intake and coordination.

The ideal candidate is an experienced case management professional who can handle new business case intake and coordinate services efficiently. They communicate clearly, stay highly organized with case documentation, and manage follow-ups and referrals to ensure timely outcomes.

Case managementNew business case intake
case managementnew businessintakeclient intakeservice coordinationcase file documentationfollow-upreferral managementassessmentcare coordination
Case managementNew business case intake
CommunicationOrganizationClient relationship managementProblem-solving
Industry Insurance
Job Function Provide case management for new business onboarding and service coordination.
Role Subtype Care Coordinator
Case ManagerCase managementNew businessIntakeClient intakeService coordinationCase file documentationProgram supportAssociate supportFollow-upReferral managementAssessmentCare coordinationWestern & Southern Financial Groupinsurancewellnessfirst-aidOSHAworkers' compensationGAAPcase managementnew businessclient intakecare coordinationreferral managementcase file documentationfollow-upassessmentservice coordination

Must be a fit for case management and new business case intake (based on posting title)

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