Senior Case Manager - Remote Friendly (Insurance/Finance)

Simplicity Group; Monticello (MN); Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401k with Employer Match

Paid Time Off

Job summary

Simplicity Group in Monticello, MN is seeking a Senior Case Manager to ensure smooth processing of new business applications and provide best-in-class service to agents, advisors, and partners. This in-office role may be remote for the right candidate and offers competitive compensation and benefits.

You will coordinate all aspects of case management from inception to placement, review applications in Salesforce, and maintain strong carrier relationships while upholding the company's values of

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.

Skills

Communication

Efficiency

Initiative

Discretion

Reliability

Collaboration

Analysis

Adaptability

Decisiveness

Mentorship

Education

High school diploma

Tools

Salesforce

Microsoft Office

G Suite

Job description

Simplicity Group in Monticello, MN is seeking a Senior Case Manager to ensure smooth processing of new business applications and provide best-in-class service to agents, advisors, and partners. This in-office role may be remote for the right candidate and offers competitive compensation and benefits.

You will coordinate all aspects of case management from inception to placement, review applications in Salesforce, and maintain strong carrier relationships while upholding the company's values of