Case Management Operations Coordinator

3 weeks ago


Bradenton, Florida, United States United Placement Group Full time

**Job Title:** Case Management Operations Coordinator

We are seeking a highly organized and detail-oriented individual to join our team as a Case Management Operations Coordinator at United Placement Group. In this role, you will be responsible for processing new business cases, managing the business lifecycle, and providing exceptional customer service.

The ideal candidate will have a strong understanding of suitability requirements, industry standards, and licensing processes. With excellent communication and interpersonal skills, they will be able to work effectively with clients, agents, and internal stakeholders.

**Responsibilities:

  • Process new life and annuity business, including scrubbing applications, ordering paramed/lab exams, and submitting applications to carriers
  • Manage the business lifecycle from initiation to finalization
  • Provide daily support to clients and agents, resolving issues and answering questions
  • Create and maintain relationships with carriers, case coordinators, and underwriters

**Requirements:

  • High school diploma or equivalent
  • 1-2 years of customer service experience
  • Excellent communication and interpersonal skills
  • Thorough understanding of suitability requirements and industry standards
  • Knowledge of licensing processes and proficiency in using CRM systems and Microsoft Office Suite

**Benefits:** We offer a competitive salary, health, dental, vision, and life insurance after 90 days, holiday pay, PTO, vacation, and a 401K plan with company match.


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