Retirement Income Solutions Specialist

Integrity; Fort Wayne (IN); On-site; USD 50,000 - 80,000; Full time

Job summary

Integrity, a leading independent distributor of life, health and wealth insurance, seeks a case manager for the Retirement team in Fort Wayne. You will serve as a liaison between financial professionals and carrier partners to ensure a smooth and timely case progression.

You will monitor case progress, review application details, research issues, educate advisors on new products, and continuously look for improvements in processes while building positive relationships with agents and

Qualifications

• Minimum three years of business experience with a focus in finance and insurance.
• Associate degree with one to two years of experience, or the equivalent combination.
• Ability to learn carrier software and internal systems.

Responsibilities

• Monitor case progress, track down requirements and provide ongoing status updates.
• Review application information to identify issues and research solutions.
• Educate advisors on product offerings and industry developments.
• Expedite and improve processes while maintaining service quality.
• Maintain positive relationships with agents and underwriters.
• Deliver great customer service.

Skills

Customer service

Negotiation

Detail-oriented

Microsoft Excel

Multitask

Education

Associate degree

Tools

Microsoft Excel

Microsoft Word

Job description

Integrity, a leading independent distributor of life, health and wealth insurance, seeks a case manager for the Retirement team in Fort Wayne. You will serve as a liaison between financial professionals and carrier partners to ensure a smooth and timely case progression.

You will monitor case progress, review application details, research issues, educate advisors on new products, and continuously look for improvements in processes while building positive relationships with agents and