Job Description
Department: New Business/Operations Position Title: Sr Case Manager, Insurance Industry
Reports to: Operations Manager
Summary: The objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish. As a Sr Case Manager, you will execute professionalism while providing top notch customer service and use your industry knowledge to find and create efficiencies
. This is an amazing opportunity to join our team in a much-needed position.
Your industry experience, enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate.
We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.
Primary 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+ word 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 and objectives
- 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 - Compensation based on experience
Base: $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
Job Tags
Work at office, Monday to Friday,