Complex Case Specialist - Special Programs

Ametros Financial Corporation; Wilmington (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

Webster Financial Corporation is seeking a Complex Case Specialist in its Special Programs to provide expert support to channel partners and members, educating stakeholders on products, services and complex case solutions related to settlements.

This role serves as a key point of contact for pre-settlement cases, offering specialized guidance on catastrophic injuries, trusts, and objections to workers’ compensation and liability settlements.

Qualifications

• Analytical and multitasking skills.
• Ability to problem solve and think strategically.
• Strong selling and communication skills.
• Highly motivated and target driven to convert cases.
• Knowledge of settlement process in worker’s compensation and liability claims.
• Detail oriented with a keen eye for identifying opportunities and solving complex problems.
• A self-starter with the ability to work independently or as part of a team.
• Proficiency in Microsoft Office Suite products is required.

Responsibilities

• Proactively discuss, support and/or sell products and services, and specific settlement needs with clients.
• Develop rapport with external stakeholders to provide a concierge level of service on cases and request new referrals.
• Influence the settlement process by offering value-adds and complex case knowledge to ensure comfortability of all involved in the settlement.
• Take ownership of individual assigned subset of high-value, complex cases from initial referral to conversion.
• Follow up via phone and/or email regularly with key settlement stakeholders to discuss case status.
• Strategize monthly with Business Development Managers to overcome objections to settlement and push cases forward.
• Convert referrals to Members based on the assigned targets.
• Serve as a direct point of contact for channel partners as needed.
• Maintain a basic understanding of the types of Trusts used and the benefits they may present in each individual case.
• Attend settlement mediations or roundtable discussions per the request of clients or management.
• Keep up with best practices and industry trends.

Job description

The Complex Case Specialist, Special Programs, provides expert support to channel partners and members by educating stakeholders on products, services, and complex case solutions. This role serves as a key point of contact for pre-settlement cases, offering specialized guidance on catastrophic injuries, benefit preservation, trusts, and objections to workers’ compensation and liability settlements. Working closely with internal and external stakeholders, the specialist helps advance cases through the settlement process while promoting the value of CareGuard’s professional administration services.

Responsibilities

• Proactively discuss, support and/or sell products and services, and specific settlement needs with clients.
• Develop rapport with external stakeholders to provide a concierge level of service on cases and request new referrals.
• Influence the settlement process by offering value-adds and complex case knowledge to ensure comfortability of all involved in the settlement.
• Take ownership of individual assigned subset of high-value, complex cases from initial referral to conversion.
• Follow up via phone and/or email regularly with key settlement stakeholders to discuss case status.
• Strategize monthly with Business Development Managers to overcome objections to settlement and push cases forward.
• Convert referrals to Members based on the assigned targets.
• Serve as a direct point of contact for channel partners as needed.
• Maintain a basic understanding of the types of Trusts used and the benefits they may present in each individual case.
• Attend settlement mediations or roundtable discussions per the request of clients or management.
• Keep up with best practices and industry trends.

Skills and Abilities

• Analytical and multitasking skills.
• Ability to problem solve and think strategically.
• Strong selling and communication skills.
• Highly motivated and target driven to convert cases.
• Knowledge of settlement process in worker’s compensation and liability claims, including catastrophic injuries.
• Detail oriented with a keen eye for identifying opportunities and solving complex problems.
• A self-starter with the ability to work independently or as part of a team.
• Proficiency in Microsoft Office Suite products is required.

Education Qualifications

• H.S. Diploma or General Education Degree (GED) required
• Bachelor’s Degree in Arts/Sciences (BA/BS) preferred

Experience Qualifications

• 1-3 years experience supporting sales efforts and serving as a direct point of contact to clients required
• 1-3 years experience in the trust industry and/or worker's compensation space required
• Experience in articulating services and products to the multiple parties at a mediation table required

Salary

The estimated salary range for this position is $50,000USD to $70,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Equal Opportunity Employment

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.