Open Position: Case Manager

Position Purpose

This opportunity gives you the chance to learn the financial services industry and has great potential for personal and professional growth. The ideal candidate pays great attention to detail, has good problem-solving skills, is conscientious, self-motivated, proactive, and a team player. Duties focus around the processing and tracking of new business from the time it is received in our office to the time it is issued, as well as follow-ups with agents regarding in-force policies. 

Core Competencies

  • Effective Communicator

  • Listens, summarizes, and asks questions to ensure understanding

  • Communicates in a concise, clear and professional manner

  • Shares appropriate information in a timely manner

  • Customer Service Focused

  • Self Motivated to Make Positive Impact Daily

  • Understands the Importance of Deadlines -- Adheres

  • Accurate, Thorough and Accountable

  • Adheres to and Follows Company Procedures

Knowledge, Skills and Abilities

  • The ability to smile :)

  • Strong Problem Solving and Analysis Skills

  • Strong Ability to Work in Team Environment and Meet Daily Service Standards

  • Strong Understanding and Use of Technology