Sr. Case Manager, Insurance Industry

Join to apply for the 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.

• 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

• 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

• 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

• 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

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.

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