Simplicity Group
Overview
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Sr Case Manager, Insurance Industry
role at
Simplicity Group . Department: New Business/Operations. Reports to: Operations Manager.
Summary: The objective of this role is to ensure the application process is as smooth and efficient as possible for agents from start to finish. As a Sr Case Manager, you will provide professional customer service and leverage your industry knowledge to find and create efficiencies. This is an opportunity to join a well-established, positive work environment with opportunities for growth.
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
Work efficiently to 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
Qualifications / Requirements
Minimum of a High school diploma / GED
3 years or more experience in a similar role
Strong computer skills; able to type 60+ words per minute
Proficient in Microsoft Office (Word, Excel)
Experience with G Suite and Salesforce preferred, not required
Core Competencies
Ability to apply product/industry knowledge to effectively complete daily tasks
Strong analytical and problem-solving skills to assist in resolving issues and meeting company goals
Ability to provide exceptional customer service in escalated situations
Effective time management skills
Ability to prioritize and multitask in a fast-paced environment
Capable of working both independently and in a team environment
Excellent organizational skills, attention to detail is a must
Ability to react to change in a productive and positive manner
Compensation
Base salary: $44,000-$48,000 annually
Annual Performance Bonus Target: up to 10%
Employee benefits (health, 401k, life, etc.)
Paid Time Off/Paid Holidays
Professional training and development
Ongoing coaching and mentoring
Small-company feel with big-company support
Possibility of a hybrid work schedule, not guaranteed
Opportunities for advancement with company growth
Location:
The Woodland's, TX (onsite)
Hours: 8:00 am-5:00 pm Monday-Friday
Company Description Simplicity Group is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. It partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. As of Q4 2024, Simplicity Group has over 1,100 employees and 70 operating subsidiaries. For more information, visit simplicitygroup.com.
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Sr Case Manager, Insurance Industry
role at
Simplicity Group . Department: New Business/Operations. Reports to: Operations Manager.
Summary: The objective of this role is to ensure the application process is as smooth and efficient as possible for agents from start to finish. As a Sr Case Manager, you will provide professional customer service and leverage your industry knowledge to find and create efficiencies. This is an opportunity to join a well-established, positive work environment with opportunities for growth.
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
Work efficiently to 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
Qualifications / Requirements
Minimum of a High school diploma / GED
3 years or more experience in a similar role
Strong computer skills; able to type 60+ words per minute
Proficient in Microsoft Office (Word, Excel)
Experience with G Suite and Salesforce preferred, not required
Core Competencies
Ability to apply product/industry knowledge to effectively complete daily tasks
Strong analytical and problem-solving skills to assist in resolving issues and meeting company goals
Ability to provide exceptional customer service in escalated situations
Effective time management skills
Ability to prioritize and multitask in a fast-paced environment
Capable of working both independently and in a team environment
Excellent organizational skills, attention to detail is a must
Ability to react to change in a productive and positive manner
Compensation
Base salary: $44,000-$48,000 annually
Annual Performance Bonus Target: up to 10%
Employee benefits (health, 401k, life, etc.)
Paid Time Off/Paid Holidays
Professional training and development
Ongoing coaching and mentoring
Small-company feel with big-company support
Possibility of a hybrid work schedule, not guaranteed
Opportunities for advancement with company growth
Location:
The Woodland's, TX (onsite)
Hours: 8:00 am-5:00 pm Monday-Friday
Company Description Simplicity Group is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. It partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. As of Q4 2024, Simplicity Group has over 1,100 employees and 70 operating subsidiaries. For more information, visit simplicitygroup.com.
#J-18808-Ljbffr