Case Management Representative/Associate | Hybrid

Allianz Life; Minneapolis (MN); On-site; USD 41,000 - 74,000; Full time

Job summary

Allianz Life in Minneapolis, MN is seeking a Case Management Representative to handle New Business requests from FMOs, B/Ds and Fin Pros with limited supervision, ensuring contracts are issued quickly and in compliance.

You will collaborate with internal teams, mentor new members, and support training; the role involves utilizing AI tools and maintaining strong customer relationships to achieve performance metrics.

Qualifications

• 2+ years of experience in Allianz Operations, Insurance, or financial industry.
• Two-year degree or equivalent experience.
• Authorized to work in the U.S. without visa sponsorship now or in the future.

Responsibilities

• Manage New Business applications and communicate updates with FMOs, BD's and Fin Pros.
• Ensure compliance with regulations and internal controls in processing applications.
• Mentor and train new team members; act as SME on Enterprise Operations and corporate projects.
• Collaborate with internal stakeholders to deliver a seamless customer experience.
• Utilize AI tools and resources to support operations.

Skills

Relationship management

Customer service

Communication

Mentoring

AI tools usage

Education

Two-year degree

Job description

What You Do

You will be responsible for effectively managing, with limited supervision, New Business requests and inquiries from Field Marketing Organizations (FMOs), Broker Dealers (B/Ds) and Financial Professionals (Fin Pros) by accurately applying knowledge of Allianz's business, products, customers, and operations. You will manage assigned FMOs New Business applications and proactively communicate updates with the FMO. You will successfully influence business results by establishing and maintaining effective customer relationships and ensuring a high degree of productivity and quality.

In addition to serving external customers such as FMOs, B/Ds and Fin Pros, you will also collaborate with various internal stakeholders to ensure a seamless customer experience. Adherence to established guidelines, policies, and procedures is crucial in delivering consistent and high-quality service. Meeting or exceeding all benchmarks related to customer service metrics, productivity, and quality is paramount in this role.

As a Case Management Representative you may also help support training and mentoring of new team members, as well as act as a New Business Subject Matter Expert (SME) for Operations and company projects.

• Relationship management and collaboration
  • Primary goal is to support the field and customer with issuing their contract / policy as quickly and efficiently as possible that meets state requirements and financial guidelines. This is done via phone conversations and over email.
  • Own and manage relationships with external partners, such as FMOs, B/Ds and Financial Professionals including responding to questions and proactively updating them on application processing.
  • Collaborate with various internal stakeholders, such as vendor-support counterparts within your team, Relationship Management, Sales, Legal, Special Investigation Units (SIU), Contact Center, and more to ensure applications are processed appropriately.
  • Provide support and coordination for both onshore and offshore interactions.
• Application processing
  • Handle applications from the initial submission to approval and issuing, including assisting with escalated and hot cases that are sent through various channels, such as FMOs, Relationship Managers, and Sales teams.
  • Use understanding of risks, controls and regulations to ensure application is in compliance.
• Team assignments
  • Mentor and train new team members.
  • Act as Subject Matter Expert (SME) on Enterprise Operations and corporate projects as assigned.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What You Bring

• 2 or more years’ experience required: Allianz Operations, Insurance or Financial Industry
• Two-year degree required: General Education or equivalent experience
• You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.

Base Salary Range: $41,000 - $74,000

Actual base salary may vary based upon factors such as relevant experience, qualifications, internal equity of peers, and geographic location. In addition to base salary, this position is eligible for an annual incentive program.

What We Offer

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer a choice of comprehensive medical and dental plan options, a generous time off plan and an outstanding 401(k) company match. Plus, our employees enjoy an award‑winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

104857 | Operations | Professional | Allianz US Life | Full-Time | Permanent

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations.

Join us. Let's care for tomorrow.