Case Manager: Client & Policy Support

Sammons Financial Group Companies; Sioux Falls (SD); On-site; USD 38,000 - 71,000; Full time

Benefits offered by this job

Health coverage for you and family

ESOP

401(k) enrollment

Friday afternoons off

Paid time off

Tuition reimbursement

Volunteer time off

Job summary

Sammons Financial Group is seeking a detail-oriented customer service professional to support agents, distribution partners, and clients. You will review applications, handle case management, and ensure accuracy in end-to-end processes across multiple platforms.

The role emphasizes strong communication, rapid problem solving, and the ability to work in a fast-paced environment with occasional overtime. A bachelor’s degree and 1–3 years’ experience are preferred.

Qualifications

• Bachelor's degree preferred.
• 1–3 years’ experience in a related field preferred.
• Customer-centric mindset and strong written/verbal communication.
• Ability to manage a high volume of work in a fast-paced environment.

Responsibilities

• Provide high quality customer service via telephone, email, or written communication.
• Process applications and corresponding paperwork; document outstanding requirements; apply premiums and issue contracts.
• Independently review and decide within policies; escalate items outside authority as needed.
• Proactively contact agents/customers to update on status and outstanding requirements.
• Manage cases with urgency and accuracy; resolve problems and notify stakeholders.

Skills

Customer focus

Communication skills

Problem solving

Attention to detail

Time management

Education

Bachelor's Degree Preferred

Job description

Sammons Financial Group is seeking a detail-oriented customer service professional to support agents, distribution partners, and clients. You will review applications, handle case management, and ensure accuracy in end-to-end processes across multiple platforms.

The role emphasizes strong communication, rapid problem solving, and the ability to work in a fast-paced environment with occasional overtime. A bachelor’s degree and 1–3 years’ experience are preferred.