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Senior Insurance Case Coordinator
2 months ago
Department: New Business/Operations
Position Title: Senior Insurance Case Coordinator
Reports to: Operations Manager
Role Summary: The primary aim of this position is to facilitate a seamless and effective application process for our agents from initiation to completion. As a Senior Insurance Case Coordinator, you will exemplify professionalism while delivering exceptional customer service and leverage your industry expertise to identify and implement efficiencies. This is a remarkable opportunity to become a vital part of our team in a crucial role.
Your background in the industry, along with your enthusiasm and commitment to joining our established and positive work culture, positions you as an ideal candidate.
We appreciate your dedication and hard work in this role, and you can be assured that there will be ongoing opportunities for advancement within the organization.
Key Responsibilities:
- Ensure all prerequisites are fulfilled on new applications prior to submission to the insurance provider.
- Collaborate with relevant vendors for necessary follow-ups.
- Review and follow up with agents and carriers regarding all requirements.
- Manage all insurance cases utilizing Salesforce.
- Provide professional communication through email and phone.
- Work diligently to meet all service level agreements.
- Comprehend carrier workflows and specific nuances.
- Collaborate closely with team members to achieve shared objectives and assist when necessary.
Qualifications / Requirements:
- Minimum of a High School diploma / GED.
- At least 3 years of experience in a comparable role.
- Strong computer proficiency; capable of typing 60+ words per minute.
- Proficient in Microsoft Office (Word, Excel).
- Experience with G Suite and Salesforce is preferred but not mandatory.
Core Competencies:
- Ability to apply product and industry knowledge to effectively complete daily tasks.
- Strong analytical and problem-solving skills to assist in resolving issues and achieving company goals.
- Ability to deliver exceptional customer service in challenging situations.
- Effective time management skills.
- Capability to prioritize and multitask in a dynamic environment.
- Able to work independently as well as collaboratively within a team.
- Excellent organizational skills with a keen attention to detail.
- Ability to adapt positively to change.
Compensation:
- Compensation is based on experience.
- Base Salary: $44,000-$48,000 annually.
- Annual Performance Bonus Target: up to 10%.
- Employee benefits including health, 401k, life insurance, etc.
- Paid Time Off and Paid Holidays.
- Professional training and development opportunities.
- Ongoing coaching and mentoring.
- A small-company atmosphere with substantial company support.
- Potential for a hybrid work schedule, not guaranteed.
- Opportunities for advancement aligned with company growth.
Location: The Woodland's, TX (onsite)
Hours: 8:00 am-5:00 pm Monday-Friday
