Case Management Specialist

We’re looking for a detail-oriented and proactive Case Management Specialist to join our team. This role is essential in supporting our agents and clients by ensuring accurate policy tracking and smooth communication.

• Perform data entry and maintain accurate records in our CRM system.
• Access and navigate insurance carrier websites to check policy statuses.
• Update CRM with current policy information and notes.
• Collaborate with agents and assist clients with questions regarding policies.
• Make outbound calls to carriers when needed to verify or resolve policy issues.
• Document all interactions and updates thoroughly.
• Communicate effectively via Microsoft Teams and other internal tools.

• Familiarity with insurance carrier websites and processes.
• Comfortable making calls to carriers and handling inquiries professionally.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Teams and basic office software.
• Excellent communication skills (written and verbal).
• Ability to work independently and manage multiple tasks.

• Opportunity to transition into a permanent or part-time role based on performance.
• Supportive team environment with training provided.

We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.