Senior Case Manager - Remote Eligible, Financial Services

Simplicity Group; San Diego (CA); Remote; USD 54,000 - 70,000; Full time

Job summary

Simplicity Group is seeking a Senior Case Manager to oversee the new business application process from inception to placement. You will coordinate with carriers, advisors, sales teams and clients to ensure accurate, timely handling of cases and compliance with SLAs.

Responsibilities include reviewing new business, entering data into Salesforce, expediting cases, and mentoring team members while maintaining professional communications across email and phone.

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/financial services exp

Case management experience

Education

High School Diploma / GED

Tools

Microsoft Office

Salesforce

G Suite

Job description

Simplicity Group is seeking a Senior Case Manager to oversee the new business application process from inception to placement. You will coordinate with carriers, advisors, sales teams and clients to ensure accurate, timely handling of cases and compliance with SLAs.

Responsibilities include reviewing new business, entering data into Salesforce, expediting cases, and mentoring team members while maintaining professional communications across email and phone.