Case Analyst

The Forge Companies; Atlanta (GA); On-site; USD 52,000 - 70,000; Full time

Job summary

The Forge Companies is seeking a Case Analyst to support client and internal teams, coordinating the case lifecycle from onboarding to settlement. You will bridge the gap between client-facing Financial Consultants and the onboarding process, ensuring a seamless and positive client experience.

You will work with Alloy CRM, manage documentation, and communicate in English and Spanish with clients and attorneys.

Qualifications

• Bachelor's degree or equivalent work experience.
• Georgia Life Insurance License required or obtained within 6 months of hire.
• Experience in financial services environment preferred.
• Familiarity with CRM systems and document management platforms.

Responsibilities

• Provide operational and client support to internal and external clients of The Forge Companies.
• Serve as liaison between client-facing Financial Consultants and onboarding process.
• Maintain accurate records and provide real-time case status updates in Alloy.
• Prepare settlement materials and coordinate with production teams on next steps.
• Communicate with English- and Spanish-speaking clients and attorneys as needed.
• Schedule and document confirmation of sold products and policy mailings.

Skills

Client support

Organizational skills

Analytical skills

Communication skills

Self-starter

Education

College degree or equivalent

Tools

Alloy CRM

Microsoft Office

Teams

Outlook

M-Files

Job description

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the 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.