Sammons Financial Group Companies
Case Manager- Life New Business
Sammons Financial Group Companies, Sioux Falls, South Dakota, United States, 57102
Position Summary
Case Manager – Life New Business at Sammons Financial Group Companies. Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end‑to‑end processes. Work with complex computer systems while maintaining high quality work. Responsibilities include application review, case management, quality assurance, inbound/outbound call support and guidance.
What You’ll Do
Use superior language skills to provide high‑quality customer service via telephone, email or written communication, maintaining a professional and helpful manner and empathizing with 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 outstanding requirements; issue contracts.
Independently conduct initial reviews and make decisions within prescribed policies and limits, escalating when necessary.
Proactively initiate telephone communication to build positive relationships and educate agents, advisors or customers about application status and outstanding requirements.
Manage cases with urgency and commitment to accuracy, recognizing high‑priority situations and responding accordingly.
Take ownership of correcting issues, resolving problems or complaints, and notifying individuals of action taken.
Achieve and maintain daily production goals and reduce turnaround time, monitoring personal work for accuracy and compliance with company standards and regulations.
Maintain knowledge of the multiple platforms through which applications and funds are received.
Analyze complex information, use resources to identify solutions and resolve issues promptly and professionally.
Perform due‑diligence to identify potential fraud and alert Legal and Compliance.
Identify process improvement opportunities by analyzing results, monitoring discrepancies, and collaborating with team or peers.
Participate in ongoing training and development to maintain knowledge of new business, system enhancements and professional skills.
Actively participate and collaborate during daily team huddles; commit to completing takeaways and follow‑up.
Support multiple customer bases including distribution partners, external customers, third parties and internal partners.
Use comprehensive knowledge of annuity or life contracts, government regulations and departmental policies to support other teams and departments.
Provide training support for the team, including helping to train new team members when necessary.
Qualifications
Bachelor’s Degree preferred.
1–3 years’ experience in a related field preferred.
Customer‑centric mindset.
Strong verbal and written communication skills.
Superior listening ability and empathy when communicating difficult decisions.
Strong sense of urgency.
Excellent decision‑making skills with innovative problem‑solving for win‑win solutions.
Ability to work independently and with diverse personalities.
Strong organizational skills and meticulous attention to detail.
Ability to prioritize work effectively and manage a large volume in a fast‑paced environment.
Open to coaching and constructive feedback.
Adaptable to frequent change with a future‑focused mindset.
Ability to work periodic overtime, sometimes with short notice.
Other Requirements
Criminal background check required.
Benefits
Competitive health, dental, vision, company‑paid retirement, PTO and holiday pay.
Employee Stock Ownership Plan (ESOP): 100% company‑funded retirement plan.
Friday afternoons off all year long, competitive PTO and generous paid holidays.
Incentive program for defined goals subject to eligibility and performance.
Culture of support, core values and high‑performing environment.
Salary USD $36,733.00 – USD $61,221.00 per year. Range varies by labor market; starting salary depends on qualifications and experience.
Work Authorization Currently not considering candidates requiring immigration sponsorship or work authorization at this time, including students on F1, J‑1, etc.
Seniority Level Not applicable.
Employment Type Full‑time.
Job Function Other.
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What You’ll Do
Use superior language skills to provide high‑quality customer service via telephone, email or written communication, maintaining a professional and helpful manner and empathizing with 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 outstanding requirements; issue contracts.
Independently conduct initial reviews and make decisions within prescribed policies and limits, escalating when necessary.
Proactively initiate telephone communication to build positive relationships and educate agents, advisors or customers about application status and outstanding requirements.
Manage cases with urgency and commitment to accuracy, recognizing high‑priority situations and responding accordingly.
Take ownership of correcting issues, resolving problems or complaints, and notifying individuals of action taken.
Achieve and maintain daily production goals and reduce turnaround time, monitoring personal work for accuracy and compliance with company standards and regulations.
Maintain knowledge of the multiple platforms through which applications and funds are received.
Analyze complex information, use resources to identify solutions and resolve issues promptly and professionally.
Perform due‑diligence to identify potential fraud and alert Legal and Compliance.
Identify process improvement opportunities by analyzing results, monitoring discrepancies, and collaborating with team or peers.
Participate in ongoing training and development to maintain knowledge of new business, system enhancements and professional skills.
Actively participate and collaborate during daily team huddles; commit to completing takeaways and follow‑up.
Support multiple customer bases including distribution partners, external customers, third parties and internal partners.
Use comprehensive knowledge of annuity or life contracts, government regulations and departmental policies to support other teams and departments.
Provide training support for the team, including helping to train new team members when necessary.
Qualifications
Bachelor’s Degree preferred.
1–3 years’ experience in a related field preferred.
Customer‑centric mindset.
Strong verbal and written communication skills.
Superior listening ability and empathy when communicating difficult decisions.
Strong sense of urgency.
Excellent decision‑making skills with innovative problem‑solving for win‑win solutions.
Ability to work independently and with diverse personalities.
Strong organizational skills and meticulous attention to detail.
Ability to prioritize work effectively and manage a large volume in a fast‑paced environment.
Open to coaching and constructive feedback.
Adaptable to frequent change with a future‑focused mindset.
Ability to work periodic overtime, sometimes with short notice.
Other Requirements
Criminal background check required.
Benefits
Competitive health, dental, vision, company‑paid retirement, PTO and holiday pay.
Employee Stock Ownership Plan (ESOP): 100% company‑funded retirement plan.
Friday afternoons off all year long, competitive PTO and generous paid holidays.
Incentive program for defined goals subject to eligibility and performance.
Culture of support, core values and high‑performing environment.
Salary USD $36,733.00 – USD $61,221.00 per year. Range varies by labor market; starting salary depends on qualifications and experience.
Work Authorization Currently not considering candidates requiring immigration sponsorship or work authorization at this time, including students on F1, J‑1, etc.
Seniority Level Not applicable.
Employment Type Full‑time.
Job Function Other.
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