Insurance Operations Senior Coordinator
3 days ago
We are seeking a skilled Sr. Case Manager to join our team in The Woodland's, TX. As a key member of our operations team, you will ensure seamless application processing for our agents, leveraging your industry expertise to optimize efficiency and provide exceptional customer service.
Key Responsibilities:
- Ensure timely completion of new applications, meeting all carrier requirements
- Collaborate with internal teams and external vendors to facilitate efficient case management
- Develop strong relationships with agents and carriers to drive successful outcomes
- Utilize Salesforce to manage and process all insurance cases
- Communicate professionally with clients via email and phone
Requirements:
- High school diploma or equivalent required; 3+ years' experience in a similar role
- Excellent computer skills and typing ability (60+ words per minute)
- Microsoft Office proficiency (Word, Excel); G Suite and Salesforce experience a plus
Compensation and Benefits: Competitive salary range ($44,000-$48,000), with potential for up to 10% annual performance bonus. Benefits include health, 401k, life insurance, paid time off, holidays, and professional development opportunities.
About Simplicity Group Holdings:
A fast-growing financial holding company, Simplicity Group specializes in the distribution of retirement and financial planning products. We partner with insurance and investment professionals to deliver comprehensive financial solutions to consumers.
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