Bilingual Case Analyst: Client-Centric Coordinator

The Forge Companies; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

The Forge Companies in Atlanta, GA is seeking a Case Analyst to support client onboarding and coordinate case lifecycle activities. You will bridge client-facing Financial Consultants and internal teams to ensure a seamless client experience.

The role requires a Georgia Life Insurance license or ability to obtain within 6 months, strong MS Office skills, and the ability to communicate in English and Spanish while managing multiple priorities with accuracy and discretion.

Qualifications

• College degree or equivalent work experience.
• Bilingual English/Spanish communication skills.
• Ability to maintain confidentiality.

Responsibilities

• Build trusted relationships with clients and teammates.
• Support Financial Consultants to service client needs.
• Coordinate case documentation and follow-ups in English and Spanish.
• Maintain accurate records in Alloy and document management platforms.
• Assist with onboarding structured settlements and related products.
• Prepare settlement materials for client meetings.

Skills

Bilingual English/Spanish

Microsoft Office

Organizational skills

Analytical thinking

Client relationship management

Education

Bachelor's degree or equivalent

Tools

Alloy CRM

M-Files

CRM software

Job description

The Forge Companies in Atlanta, GA is seeking a Case Analyst to support client onboarding and coordinate case lifecycle activities. You will bridge client-facing Financial Consultants and internal teams to ensure a seamless client experience.

The role requires a Georgia Life Insurance license or ability to obtain within 6 months, strong MS Office skills, and the ability to communicate in English and Spanish while managing multiple priorities with accuracy and discretion.