Retirement Solutions Case Manager

Insurance Administrative Solutions, L.l.c.; Fort Wayne (IN); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Integrity, LLC is seeking a case manager on our Retirement team to act as a liaison between financial professionals and carrier partners, ensuring a smooth process. You will monitor case progress, identify issues, and educate advisors on product offerings to create new opportunities.

Ideal candidates have 3+ years in finance/insurance, strong negotiation and customer service skills, and proficiency with Excel and Word.

Qualifications

• Minimum three years of business experience with a focus in finance and insurance
• Associate degree with one to two years of experience or equivalent combination of education and experience
• Experience in fast-paced customer service environments preferred

Responsibilities

• Monitor case progress, track requirements and provide ongoing status updates
• Review application information to identify issues and propose solutions
• Educate advisors on product offerings and industry developments to create new business opportunities
• Continuously look for ways to expedite and improve processes and services
• Maintain positive relationships with agents and underwriters
• Deliver excellent customer service

Skills

Negotiation skills

Detail-oriented

Customer service

Phone skills

Education

Associate degree with 1–2 years experience

Equivalent combination of education and experience

Tools

Microsoft Excel

Microsoft Word

Job description

Integrity, LLC is seeking a case manager on our Retirement team to act as a liaison between financial professionals and carrier partners, ensuring a smooth process. You will monitor case progress, identify issues, and educate advisors on product offerings to create new opportunities.

Ideal candidates have 3+ years in finance/insurance, strong negotiation and customer service skills, and proficiency with Excel and Word.