Senior Case Manager, Financial Services (Remote)

Simplicity Group; Spring (TX); Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401k

Paid Time Off

Job summary

Simplicity Group in the United States seeks a Senior Case Manager to ensure the new business application process runs smoothly and efficiently from start to finish. You will provide best-in-class service to our agents, advisors, sales team, and industry partners, while navigating carrier requirements and maintaining professional communication.

This is an in-office role, with remote option for the right candidate, and requires 3+ years in insurance/financial services, knowledge of annuities and

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.
• Understand carrier workflows and maneuver carrier websites.
• Understand and adhere to the Vision, Mission and Values of Simplicity.

Skills

Insurance industry experience

Case management

Sales liaison

Microsoft Office

Salesforce

G Suite

Education

High school diploma / GED

Tools

Salesforce

Microsoft Office

G Suite

Job description

Simplicity Group in the United States seeks a Senior Case Manager to ensure the new business application process runs smoothly and efficiently from start to finish. You will provide best-in-class service to our agents, advisors, sales team, and industry partners, while navigating carrier requirements and maintaining professional communication.

This is an in-office role, with remote option for the right candidate, and requires 3+ years in insurance/financial services, knowledge of annuities and