Senior Case Manager - Insurance & New Business (Remote)

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

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.