Case Manager, Financial Services & Customer Care

Sammons Financial Group Companies; West Des Moines (IA); On-site; USD 42,000 - 71,000; Full time

Benefits offered by this job

Health coverage

ESOP

401(k) plan

Fridays off

Tuition reimbursement

Volunteer time off

Stock ownership

Job summary

Sammons Financial Group in Des Moines, IA, seeks a customer service professional to support agents, distribution partners, and customers across end-to-end processes. You will review applications, manage cases, perform quality assurance and guide inquiries via phone, email and written channels.

The role emphasizes accuracy, responsiveness and adherence to internal policies in a fast-paced environment, with collaboration across teams and opportunities for growth within the company.

Qualifications

• Bachelor's degree preferred
• 1-3 years' experience in a related field preferred
• Customer centric mindset with strong communication
• Ability to handle high-volume, time-sensitive tasks
• Ability to learn and navigate multiple systems

Responsibilities

• Provide professional, accurate, and timely service to agents, distribution partners and customers
• Process applications and paperwork; document outstanding requirements
• Apply premium and issue contracts
• Review cases with adherence to policies and limits
• Proactively educate agents or customers on status and requirements
• Manage cases with urgency and ensure accuracy
• Identify and resolve problems, notify relevant parties
• Support training for team members and onboarding

Skills

Customer-centric mindset

Strong communication skills

Active listening and empathy

Strong sense of urgency

Decision making

Independent work

Organizational skills

Prioritization

Adaptability

Overtime flexibility

Education

Bachelor's Degree Preferred

Job description

Sammons Financial Group in Des Moines, IA, seeks a customer service professional to support agents, distribution partners, and customers across end-to-end processes. You will review applications, manage cases, perform quality assurance and guide inquiries via phone, email and written channels.

The role emphasizes accuracy, responsiveness and adherence to internal policies in a fast-paced environment, with collaboration across teams and opportunities for growth within the company.