Tired of working remotely and only knowing your teammates through a camera lens?
Do you miss that in-person collaborative environment? Do you dream of working on a team of like-minded individuals that love to work hard, play hard and have a great time while doing so?
The Case Manager Support Role will work in close partnership with two lead Case Managers to provide excellent support and customer service to our advisors as their back-office support. This is a role that requires a proactive, self-motivated individual with a positive attitude. Traits for success in this role include attention to detail and strong organizational skills, managing multiple priorities/projects and problem solving. Experience in financial services or insurance industry is not required. We are willing to train the right person.
Qualities that make a successful Case Manager Support:
· Exceptional customer service background
· Strong organizational skills and ability to manage multiple types of tasks at once, while effectively prioritizing importance
· Ability to maintain and build strong and effective relationships
· Self-starter and reliable to work independently without micromanagement
· Strong analytical, verbal, and written communication skills – proficient at typing
· Pleasant affect, even under pressure
· Proficient user of Microsoft Office and other relevant software packages
The successful candidate will be responsible for the following:
· Ability to become familiar with Life Insurance and Annuity applications from multiple carriers looking for completeness and anticipate requirements
· Ability to efficiently and accurately enter new business applications into our CRM system
· Ability to maintain a high level of data security at all times
· Ability to compose clear and accurate requirement emails that include all necessary requirements including forms, also updating case pages
· Ability to utilize multiple resources to obtain information from the insurance carrier (i.e. phone, website, home office contacts)
· Ability to proactively follow up with the insurance carriers for weekly reviews and case notes
· Ability to accurately file client information
· Ability to field and assist advisor phone calls and email requests with a smile
· Time Management (begin to plan out Case Management projects and meet set deadlines)
· Building and maintaining advisor relationships
· Updating all cases each week, as well as supporting the Lead Case Managers
· Thorough understanding of projects and ideas for future projects improving our systems
· Ability to coach and train best practices to advisors and their assistants
Additional Qualities we look for:
· A passion for championing for the customer and working as a team
· Determined to succeed, high energy with humility and a strong personal drive
· Resourceful and excited about creative problem solving
· Basic understanding of financial industry principals
· Accountable for your own successes and failures
· A very strong work ethic and a focus on delivery
Job Type: Full-time
Pay: $40,000.00 - $47,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Education:
- High school or equivalent (Preferred)
Experience:
- Customer service: 1 year (Required)
Work Location: In person