Senior Case Manager

Simplicity Group; United States; Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off

Annual Bonus

Medical/Dental/Vision/Life Insurance

401k with Employer Match

Remote option for right candidate

Job summary

Simplicity Group is seeking a Senior Case Manager to oversee the end-to-end new business application process and deliver best-in-class service.

You will coordinate with carriers, advisors, sales teams, and clients from inception through placement, ensuring accurate Salesforce entry and timely resolution of requirements.

Ideal candidates have 3+ years in insurance/financial services, strong communication skills, and the ability to work in an in-office or remote setting from the United States.

Qualifications

• 3 years of insurance and/or financial services industry experience.
• Experience with annuities and/or life insurance case management.
• High school diploma or GED 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.
• Understand carrier workflows and maneuver carrier websites.
• Participate in continuous training.
• Understand and adhere to the Vision Mission and Values of Simplicity.

Skills

Insurance industry experience

Annuities/Life insurance knowledge

Communication

Collaboration

Analytical thinking

Adaptability

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

G Suite

Job description

Position

Senior Case Manager

Reports to

Operations Manager

Department

Operations

Position Type

In Office or Remote

Classification

Full Time Exempt

Available Locations

• 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
• Participate in continuous training
• Understand and adhere to the Vision Mission and Values of Simplicity

Qualifications

• 3 years of insurance andor financial services industry experience
• Experience with annuities andor 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 & Benefits

• Compensation based on experience
• Annual Base Salary 54000 70000 annually
• Annual Performance Bonus Target 10
• Benefits Employee Benefits Medical Dental Vision Life Insurance other401k with Employer Match
• Paid Time Off
• This is an in office role but can be remote for the right candidate