Join to apply for the Case Manager, Insurance Industry role at Simplicity Group

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Join to apply for the Case Manager, Insurance Industry role at Simplicity Group

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 case manager, you will execute professionalism while providing top-notch customer service and work to find and create efficiencies.

Job Description

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 case manager, you will execute professionalism while providing top-notch customer service and work to find and create efficiencies. This is an excellent opportunity to join our team in a vital position. Your enthusiasm, motivation, and interest in becoming part of our positive work environment make you an ideal candidate, regardless of your insurance background. We value your dedication and offer growth opportunities within the company.

Primary Responsibilities:

• Answer multi-line phone system, greet callers, establish reason for calling, and resolve issues professionally by contacting the appropriate person or taking accurate messages.
• Ensure all requirements are met on new applications before submission 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 navigate carrier websites.
• Collaborate with team members to meet shared goals and assist when possible.

Qualifications / Requirements:

• High school diploma or GED.
• 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.
• Experience in related positions preferred, not required.

Core Competencies:

• Exceptional customer service skills.
• Effective time management.
• Ability to prioritize and multitask in a fast-paced environment.
• Ability to work independently and in a team.
• Excellent organizational skills with attention to detail.
• Positive reaction to change.

Compensation:

Based on Experience:

• Hourly rate: $17-$19.
• Annual performance bonus target: 5%.
• Benefits include health, 401k, life insurance, paid time off, holidays, professional training, coaching, and mentoring.
• Potential remote work (not guaranteed).
• Opportunities for advancement.

Location: Monticello, MN (onsite)

Company Description: Headquartered in Summit, New Jersey, Simplicity Group specializes in retirement and financial planning solutions, partnering with insurance and investment professionals to provide comprehensive financial products. With over $10 billion in insurance assets placed and assets under management as of Q4 2024, the company has over 1,100 employees and 70 subsidiaries. Owned by leading private equity firms, it emphasizes organic growth and supports its distribution partners.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Industry: Insurance and Employee Benefit Funds

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