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Case Manager

2 months ago

Sioux Falls South Dakota, United States Sammons Financial Group Full time
Job Summary

We are seeking a highly skilled and detail-oriented Case Manager - Life Insurance Specialist to join our team at Sammons Financial Group. As a Case Manager, you will be responsible for providing exceptional customer service, processing applications, and managing cases with a sense of urgency and commitment to accuracy.

Key Responsibilities
  • Provide professional, accurate, and timely service to agents, distribution partners, and internal and external customers.
  • Process a variety of tasks, high volumes of work, and inbound phone calls in a fast-paced, time-sensitive environment.
  • Process applications and corresponding paperwork, document any outstanding requirements, and apply premium and issue contracts.
  • Independently conduct initial review and make decisions that fall within prescribed policies and limits.
  • Proactively initiate telephone communication to build positive relationships and educate agents, advisors, or customers regarding application status and outstanding requirements.
  • Manage cases with a sense of urgency and commitment to accuracy, recognizing high-priority situations and responding accordingly.
  • Accountable for making corrections, resolving problems or complaints, and notifying individuals of action taken.
  • Utilize accounting principles and practices to ensure accounts are in good standing and in compliance with suspense controls.
  • Take ownership and accountability for achieving and maintaining daily production goals and decreasing total turnaround time.
  • Maintain knowledge of multiple platforms through which applications and funds are received.
  • Analyze complex information, use resources to identify solutions, and follow through on resolution of issues promptly and professionally.
  • Perform due-diligence to potentially identify fraudulent conduct and take appropriate actions to alert Legal and Compliance.
  • Look for work process improvement opportunities by analyzing results, monitoring discrepancies, and collaborating with team or peers for input in order to identify trends.
Requirements
  • Bachelor's Degree Preferred
  • 1-3 years' experience in a related field Preferred
  • Customer-centric mindset
  • Strong communication skills, both verbal and written
  • Superior ability to listen and be responsive to customers
  • Strong sense of urgency
  • Excellent decision-making skills with the ability to solve problems innovatively
  • Ability to work independently and effectively work with diverse personalities
  • Strong organizational skills and attention to detail
  • Ability to prioritize work effectively and accurately manage a large volume of work in a fast-paced environment
  • Open to coaching and constructive feedback to improve performance and effectiveness
  • Demonstrated ability to adapt to frequent change and to think with a future focus mindset
  • Ability to work periodic overtime, sometimes with relatively short notice
Benefits
  • Competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO, and Vacation Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Healthy balance between work and personal lives
  • Incentive program for defined goals subject to eligibility and performance