Senior Case Manager

Simplicity Group; Monticello (MN); Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401k with Employer Match

Paid Time Off

Job summary

Simplicity Group in Monticello, MN is seeking a Senior Case Manager to ensure smooth processing of new business applications and provide best-in-class service to agents, advisors, and partners. This in-office role may be remote for the right candidate and offers competitive compensation and benefits.

You will coordinate all aspects of case management from inception to placement, review applications in Salesforce, and maintain strong carrier relationships while upholding the company's values of

Qualifications

• 3+ years of insurance and/or financial services industry experience.
• Experience with annuities and/or life insurance case management with advanced product knowledge.
• Minimum of a high school diploma / GED.
• Strong computer skills, comfortable working in a paperless environment.
• Proficient in Microsoft Office (Word, Excel).
• Experience with G Suite and Salesforce preferred, not required.

Responsibilities

• Coordinate all aspects of case management and processing for new business cases from inception to placement.
• Act as the liaison between our carrier partners, advisors, sales team and clients.
• Perform a comprehensive review of all new business and enter applications into Salesforce.
• Reconcile all outstanding case requirements and requests for additional information with insurance carriers.
• Assist with training and development of team members.
• Prioritize workload and take initiative to expedite cases.
• Handle escalated requests from Advisors and Agents, providing proactive updates on needed corrections, paperwork and outstanding items.
• Provide professional correspondence via email and phone.
• Work efficiently to meet all service level agreements including responding to inquiries in a timely and accurate manner.

Skills

Communication

Efficiency

Initiative

Discretion

Reliability

Collaboration

Analysis

Adaptability

Decisiveness

Mentorship

Education

High school diploma

Tools

Salesforce

Microsoft Office

G Suite

Job description

Career Opportunities with Simplicity Group

Education. Value. Partnership.

Careers At Simplicity Group

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Simplicity Group Holdings

Why work at this company?

Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Position: Senior Case Manager
Reports to: Operations, Manager
Department: Operations
Position Type: In-Office or Remote
Classification: Full-Time, Exempt
Available Location(s):
- 101 West Broadway, Suite 100 Monticello, MN 55362
- 900 Circle 75 Parkway SE, Atlanta, GA 30339
- 11512 El Camino Real #200, San Diego, CA 92130
- 10200 Grogans Mill Road, Suite 300, The Woodlands, TX 77380
*A remote opportunity may be considered if the candidate does not reside near an office location.

Summary

The objective of this role is to ensure the new business application process runs smoothly and efficiently from start to finish. As a senior case manager, you will execute professionalism while providing best-in-class customer service, working to find and create efficiencies in a team focused environment. Your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. We value hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.

As a senior case manager, you are responsible for proactively, professionally, and efficiently supporting the growth of the organization by providing best in class service to our agents, advisors, sales team, and industry partners. Anticipating and navigating the obstacles of new business processes for multiple carriers is a critical aspect of this job.

Primary Responsibilities:

• Coordinate all aspects of case management and processing for new business cases from inception to placement
• Act as the liaison between our carrier partners, advisors, sales team and clients
• Perform a comprehensive review of all new business and enter applications into Salesforce
• Reconcile all outstanding case requirements and requests for additional information with insurance carriers
• Assist with training and development of team members
• Prioritize workload and take initiative to expedite cases
• Handle escalated requests from Advisors and Agents, providing proactive updates on needed corrections, paperwork and outstanding items
• Provide professional correspondence via email and phone
• Work efficiently to meet all service level agreements including responding to inquiries in a timely and accurate manner
• Understand carrier workflows and maneuver carrier websites
• Understand and adhere to the Vision, Mission and Values of Simplicity

Qualifications:

• 3+ years of insurance and/or financial services industry experience
• Experience with annuities and/or life insurance case management with advanced product knowledge
• Minimum of a high school diploma / GED
• Strong computer skills, comfortable working in a paperless environment
• Proficient in Microsoft Office (Word, Excel)
• Experience with G Suite and Salesforce preferred, not required

Core Competencies:

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.
• Versatility: Capable of working both independently and in a team environment.
• Mentorship: Ability to aid in the development of other team members communication and presentation skills.

Essential Job Functions:

• Maintain a stationary position (sitting or standing) for extended periods.
• Communicate and exchange accurate information clearly with peers, leadership, and external partners.
• Collaborate closely with colleagues and external parties to achieve project goals.
• Operate computers and standard office equipment on a constant basis.
• Perform repetitive motions involving wrists, hands, and fingers.
• Assist clients and colleagues via telephone, email, and in-person.
• Observe and analyze details at close range.
• Interpret data and present findings in group settings.

Travel Requirements:

• Minimal to None: Approximately 0%-9% (Office-based with potential for day trips or annual meetings).

Compensation (based on experience)

• Annual Base Salary: $54,000 - $70,000 annually
• Annual Performance Bonus Target: 10%
• Employee Benefits (Medical, Dental, Vision, Life Insurance, other)
• 401k with Employer Match
• Paid Time Off

*This is an in-office role, but can be remote for the right candidate