Senior Case Manager - Remote Financial Services Ops

Simplicity Group

Atlanta (GA)

Hybrid

USD 54,000 - 70,000

Full time

4 days ago

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Job summary

Simplicity Group is seeking a Senior Case Manager to ensure smooth new business applications and efficient processing from inception to placement. You will deliver best-in-class service to agents, advisors, and clients while driving efficiencies in a collaborative team environment.

You will proactively support growth by navigating carrier requirements and maintaining strong relationships across partners. This in-office role, with remote option for the right candidate, offers growth within a

Qualifications

3+ years of insurance/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 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.