Case Analyst

The Forge Companies; United States; On-site; USD 42,000 - 64,000; Full time

Job summary

The Forge Companies is seeking a Case Analyst to support internal and external clients, bridging between client-facing Financial Consultants and the onboarding process. You will track, coordinate and manage next steps in the case lifecycle, ensuring accurate records and timely updates.

A Georgia Life Insurance License is required or must be obtained within 6 months of hire. Fluency in English and Spanish is preferred to assist diverse clients and attorneys.

Qualifications

• College degree in a related field or equivalent work experience.
• Georgia Life Insurance License required or must be obtained within 6 months of hire.
• Excellent writing and verbal communication skills.
• Fluency in English and Spanish (preferred).
• Proficient with Microsoft Office; ability to create documented procedures and detailed spreadsheets; use Teams and Outlook.

Responsibilities

• Provide operational and client support to internal and external clients.
• Coordinate case lifecycle and next steps between teams and Financial Consultants.
• Maintain accurate records in Alloy and document materials in M Files.
• Communicate with clients and attorneys in English and Spanish.
• Prepare settlement recommendation materials for client meetings.

Skills

Microsoft Office

Communication

Analytical skills

Time management

Spanish (English/Spanish)

Education

Bachelor's degree or equivalent

Tools

Alloy CRM

M-Files

CRM systems

Job description

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 teammatesProvide direct support to a team of Financial Consultants to service the needs of our clients and attorneysCommunicate with English and Spanish speaking clients and attorneys to assist with case coordination and follow upMaintain accurate records within Alloy our proprietary Customer Relationship Management platform with a list of prospects and clients and provide real time case status updatesDevelop knowledge of the processes and procedures of onboarding structured settlement annuitiesApply basic product knowledge of Forges core suite of products structured settlement annuities traditional annuities trust referrals and investment account referralsReview data in company wide reports to ensure accuracyReview and analyze case documents fact patterns and details to ensure understanding of all aspects of the case and planCreate suitable accurate settlement recommendation materials for client meetingsSave and maintain records of materials within Alloy and our Document Management Platform M FilesSupport Financial Consultants with pre meeting sales materials prospect notes post meeting debriefs and updatesSchedule support and document confirmation of sold productsDirect production teams into action based on confirmed sales and next stepsReceive and review client policies for accuracy and coordinate policy mailings with production teamsHandle client and attorney communication follow ups in both English and Spanish as neededPerform other duties as needed

Knowledge Skills and Abilities

Positive energy and an optimistic outlookCollege degree in a related field or equivalent work experienceStrong proficiency in Microsoft Office products; ability to create documented procedures detailed spreadsheets and utilize Teams and OutlookStrong organizational research and analytical skills while maintaining confidentialityExcellent writing and verbal communication skillsAbility to communicate with tact and diplomacy with clients attorneys and internal teamsExcellent customer service skillsFlexibility in handling multiple projectsAbility to work effectively under pressure within limited time constraintsMust be a self starter; able to work independently and collaboratively with a teamAbility to identify opportunities for improvement and solve problems proactivelyExercise sound judgment discretion prioritization accuracy initiative and strong interpersonal skillsProficient with or able to quickly learn the administrative and financial systems used in the organization

Preferred Skills

Experience working in a financial services environmentKnowledge of financial services industry terminologyExperience navigating and documenting within a CRM systemFluency in Spanish

Physical Requirements

Prolonged periods of sitting at a desk and working on a computerMust be able to lift up to fifteen pounds at times

Travel Requirements

Less than 5 of the time; occasional travel may be requiredLI AR