Complex Case Specialist, Special Programs — Expert Guidance

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

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.