Case Analyst

The-Forge-Companies; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

The Forge Companies is seeking a Case Analyst to support a team of Financial Consultants and coordinate the client onboarding process. You will track case life cycles, manage documents, and maintain accurate records in Alloy and related systems.

The role requires strong organizational, analytical, and communication skills, with bilingual English and Spanish preferred. A Georgia Life Insurance license is noted as beneficial, and occasional collaboration with attorneys is expected.

Qualifications

• College degree or equivalent work experience.
• Strong organizational, research, and analytical skills.
• Proficient in Microsoft Office and CRM systems.
• Bilingual English and Spanish preferred.

Responsibilities

• Build trusted relationships with clients and teammates.
• Support Financial Consultants to service clients and attorneys.
• Coordinate case steps and maintain case status updates.
• Review and analyze case documents and details.
• Prepare settlement materials for client meetings.
• Maintain records in Alloy and M-Files.
• Handle client and attorney communication in English and Spanish.

Skills

Organizational skills

Analytical skills

Verbal communication

Written communication

Self-starter

Team collaboration

Bilingual English/Spanish

Education

College degree

Tools

Microsoft Office

Teams

Outlook

CRM system

Job description

Career Opportunities with The Forge Companies

Careers At The Forge Companies

In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle while managing tasks between teams.

*A Georgia Life Insurance License is required or must be obtained within 6 months of hire.

Essential Functions

• Build trusted relationships with clients and teammates.
• Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
• Communicate with English- and Spanish-speaking clients and attorneys to assist with case coordination and follow-up.
• Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and provide real-time case status updates.
• Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
• Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
• Review data in company-wide reports to ensure accuracy.
• Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
• Create suitable, accurate settlement recommendation materials for client meetings.
• Save and maintain records of materials within Alloy and our Document Management Platform (M-Files).
• Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
• Schedule, support, and document confirmation of sold products.
• Direct production teams into action based on confirmed sales and next steps.
• Receive and review client policies for accuracy and coordinate policy mailings with production teams.
• Handle client and attorney communication follow-ups in both English and Spanish as needed.
• Perform other duties as needed.

Knowledge, Skills, and Abilities

• Positive energy and an optimistic outlook.
• College degree in a related field or equivalent work experience.
• Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets, and utilize Teams and Outlook.
• Strong organizational, research, and analytical skills while maintaining confidentiality.
• Excellent writing and verbal communication skills.
• Ability to communicate with tact and diplomacy with clients, attorneys, and internal teams.
• Flexibility in handling multiple projects.
• Ability to work effectively under pressure within limited time constraints.
• Must be a self-starter; able to work independently and collaboratively with a team.
• Ability to identify opportunities for improvement and solve problems proactively.
• Exercise sound judgment, discretion, prioritization, accuracy, initiative, and strong interpersonal skills.
• Proficient with or able to quickly learn the administrative and financial systems used in the organization.

Preferred Skills

• Experience working in a financial services environment.
• Knowledge of financial services industry terminology.
• Experience navigating and documenting within a CRM system.
• Fluency in Spanish.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to fifteen pounds at times.

Travel Requirements

• Less than 5% of the time; occasional travel may be required.