Case Manager

Western & Southern Financial Group; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

401(k) savings plan with pension options

Paid time off increasing with tenure

Tuition reimbursement

Parental leave and maternity leave

Access to on-site amenities like a fitness center

Extensive employee discount program

Job summary

A leading financial services firm in Cincinnati is seeking a Case Manager to process life insurance applications and support agents. This role requires excellent communication skills and strong analytical abilities to resolve issues efficiently. Responsibilities include assisting agents, developing client relationships, and recommending steps to expedite case completion. The position offers comprehensive benefits including medical insurance, a 401(k) savings plan, and opportunities for career development.

Qualifications

• Proficient in ability to multi-task.
• Ability to adapt to changing needs and process improvement changes.
• Experience identifying and quantifying problems and providing effective resolutions.

Responsibilities

• Serves as a first-line resource for agents assisting with processing and time-sensitive cases.
• Develops and maintains relationships with internal and external clients.
• Recommends steps to agents that will move cases to completion.

Skills

Excellent verbal and written communication skills

Ability to use multiple computer systems

Strong analytical skills

Attention to detail

Organizational skills

Job description

A Day In The Life of a Case Manager

The Case Manager inputs, reviews, and processes life insurance applications as they are submitted. Builds relationships with our agents in order to service and retain their business using a variety of communication methods with the primary method being phone and email.

Duties and Responsibilities

• Serves as a first-line resource for agents assisting with processing, questions, and time sensitive cases.
• Develops and maintains relationships with internal and external clients to enhance business partnerships on behalf of the Enterprise.
• Recommend steps to agents and internal clients that will move cases to completion within a timely manner.

Desired Competencies and Skills

• Excellent verbal and written communication skills with ability to speak in a calm, concise and empathetic manner.
• Proficient in ability to use multiple computer systems with ability to multi-task.
• Ability to adapt to changing needs and process improvement changes.
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
• Demonstrate strong attention to detail with excellent organizational skills

Premier Benefits to Support You

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.