Case Manager: Fast-Paced Customer Solutions

Sammons Financial Group Companies; West Des Moines (IA); On-site; USD 38,000 - 71,000; Full time

Benefits offered by this job

Health coverage

ESOP

401(k)

Fridays off

Paid time off

Job summary

Sammons Financial Group Companies in West Des Moines, IA is seeking a customer service professional to deliver accurate, timely support to agents, distribution partners and customers. You will navigate complex systems, review applications, manage cases and guide customers through processes with empathy and clarity.

The role emphasizes strong communication, prioritization and problem solving, with opportunities for training, growth and participation in a comprehensive benefits program.

Qualifications

• Bachelor's Degree preferred; 1–3 years' related experience preferred.
• Customer-centric mindset with strong communication skills, both verbal and written.
• Superior ability to listen and respond to customers with empathy.
• Ability to prioritize, manage a high volume of work in a fast-paced environment.
• Open to coaching, adaptable to frequent change and teamwork.

Responsibilities

• Provide professional, accurate and timely service to agents, distribution partners and customers; handle application review, case management, and guidance.
• Explain processes and decisions clearly; educate customers on status and requirements.
• Process applications and paperwork; document outstanding requirements and apply premium and issue contracts.
• Review cases within policies; escalate when outside scope of authority; maintain accuracy and compliance.

Skills

Customer service

Communication

Empathy

Problem solving

Time management

Education

Bachelor's Degree Preferred

Job description

Sammons Financial Group Companies in West Des Moines, IA is seeking a customer service professional to deliver accurate, timely support to agents, distribution partners and customers. You will navigate complex systems, review applications, manage cases and guide customers through processes with empathy and clarity.

The role emphasizes strong communication, prioritization and problem solving, with opportunities for training, growth and participation in a comprehensive benefits program.