Retirement Income Case Manager

Ash Brokerage, LLC; Fort Wayne (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Ash Brokerage, LLC on the Retirement team is seeking a detail-oriented service professional to support insurance and retirement solutions for financial advisors and clients. You will monitor case progress, review applications, and provide ongoing updates in a time-sensitive environment.

You will educate advisors on new products, look for ways to streamline processes, and maintain strong relationships with agents and underwriters while delivering outstanding customer service.

Qualifications

• Minimum three years of business experience with a focus in finance and insurance, or …
• Associate degree with one to two years of experience, or …
• The equivalent combination of education and experience

Responsibilities

• Monitor case progress, track down requirements and provide ongoing status updates
• Review application information to identify any issues that could present a problem – if necessary, you’ll research and present alternative solutions
• Educate yourself on the latest product offerings and industry developments and educate advisors on those subjects to help create new business opportunities
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with your agents and underwriters
• Deliver great customer service

Skills

Positive attitude

Team spirit

Negotiation skills

Detail-oriented

Fast-paced environment

MS Excel

MS Word

Prioritization

Education

Associate degree

Finance/insurance experience

Tools

Microsoft Excel

Microsoft Word

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971.
Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
On the Retirement team, we’re strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs.

Responsibilities

• Monitor case progress, track down requirements and provide ongoing status updates
• Review application information to identify any issues that could present a problem – if necessary, you’ll research and present alternative solutions
• Educate yourself on the latest product offerings and industry developments and educate advisors on those subjects to help create new business opportunities
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with your agents and underwriters
• Deliver great customer service

Talents and Abilities

• Positive attitude, team spirit and consistent drive to provide industry-leading service
• Superior negotiation skills to influence successful outcomes
• Detail-oriented
• Track record of success in a fast-paced customer service environment
• Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn our internal and carrier software
• Able to prioritize and switch tasks through the day and remain organized

Education and Experience

• Minimum three years of business experience with a focus in finance and insurance, or …
• Associate degree with one to two years of experience, or …
• The equivalent combination of education and experience

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity ’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.