Acumen Financial Advantage
The Case Manager, New Business manages the end-to-end new business process for Acumen Financial Advantage, LLC, from initial application intake through policy issuance and handoff to ongoing servicing. This role serves as the operational backbone of the new business pipeline, driving cases through underwriting with speed and accuracy while ensuring a high-quality client experience. The position requires deep familiarity with life insurance carrier processes and the ability to manage a complex, multi-case pipeline without letting anything slip.
From SERPs to CDAs, our financial solutions are aligned with our partners’ values and goals to address the unique challenges faced by mission-driven organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Acumen Financial Advantage.