Senior Insurance Industry Case Manager

6 days ago


Spring Valley, Nevada, United States Simplicity Group Holdings Full time
Job Overview

We are seeking a highly skilled and detail-oriented Sr. Case Manager to join our team in The Woodland's, TX. As a Sr. Case Manager, you will be responsible for ensuring the smooth and efficient application process for our agents from start to finish.

You will utilize your industry knowledge and expertise to find and create efficiencies, while providing top-notch customer service. This is an exciting opportunity to grow with our company and take on new challenges.

Key Responsibilities:

  • Ensure all requirements are met on new applications before submitting to the insurance carrier
  • Work with relevant vendors for necessary follow-up
  • Review and follow up with agents and carriers on all requirements
  • Process all insurance cases within Salesforce
  • Provide professional correspondence via email and phone
  • Meet all service level agreements
  • Understand carrier workflows and carrier-specific nuances
  • Work closely with team members to meet common goals and assist when able

Requirements:

  • Minimum of a High school diploma / GED
  • 3 years or more experience in a similar role
  • Strong computer skills; able to type 60+ word per minute
  • Proficient in Microsoft Office (Word, Excel)
  • Experience with G Suite and Salesforce preferred, not required

Estimated Salary: $44,000-$48,000 annually, with potential for up to 10% annual performance bonus target. Additional benefits include health, 401k, life, paid time off, paid holidays, professional training and development, ongoing coaching and mentoring, and opportunities for advancement.

About Simplicity Group Holdings:

Simplicity Group is a fast-growing financial holding company specializing in the distribution of retirement and financial planning products. We partner with insurance and investment professionals to help consumers achieve their financial goals.



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