Customer Service Representative Financial Services
3 weeks ago
**Job Title:** Case Manager Insurance Industry
Salary: $17-$19/hour + 5% Annual Performance Bonus Target
**Job Overview:**We are seeking a highly motivated Case Manager to join our team in the insurance industry. As a Case Manager, you will play a vital role in ensuring a smooth application process for our agents from start to finish.
This is an excellent opportunity to join our dynamic team and contribute to our continued growth and success.
Key Responsibilities:
- Manage incoming calls on our multi-line phone system, address caller inquiries, and resolve issues promptly and professionally
- Evaluate all requirements before submitting new applications to insurance carriers
- Collaborate with relevant vendors for necessary follow-up actions
- Monitor and follow up with agents and carriers on all requirements
- Process all insurance cases within Salesforce
- Communicate effectively with clients and colleagues via email and phone
- Meet service level agreements efficiently
- Stay informed about carrier workflows and navigate carrier websites
- Work collaboratively with team members to achieve shared objectives and provide assistance when needed
Required Skills and Qualifications:
- Minimum of a high school diploma or equivalent
- Strong computer skills, including typing at least 60 words per minute
- Proficiency in Microsoft Office (Word, Excel)
- Experience with G Suite and Salesforce is preferred but not required
- Previous experience in related roles is preferred but not required
Benefits Package:
- Competitive compensation based on experience
- Annual performance bonus target of 5%
- Comprehensive employee benefits (health, 401k, life, etc.)
- Paid Time Off/Paid Holidays
- Access to ongoing training and development opportunities
- Ongoing coaching and mentoring
- A dynamic work environment with a small-company feel and big-company support
- Possibility to work remotely (not guaranteed)
- Opportunities for career advancement with company growth
About Our Location:
Our office is located in Monticello, MN, offering a great quality of life and easy access to various amenities.
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