Case Management Specialist
3 weeks ago
This Sr. Case Manager position is an exciting opportunity to join our team in The Woodland's, TX. You will be responsible for ensuring the smooth and efficient application process for our agents, utilizing your industry knowledge and expertise to find and create efficiencies.
Responsibilities:
- Manage new applications from start to finish, ensuring all requirements are met before submission to the insurance carrier
- Collaborate with vendors to facilitate necessary follow-up
- Review and follow up with agents and carriers on all requirements
- Process all insurance cases within Salesforce
- Communicate effectively with clients via email and phone
- Meet service level agreements and deadlines
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: 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.
Simplicity Group Holdings Overview:
A leading financial holding company in the independent financial services sector, Simplicity Group specializes in retirement and financial planning product distribution. We partner with professionals to deliver holistic financial solutions to consumers.
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