Case Manager (HIRED)

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The Case Manager is responsible for processing all new business for assigned sales consultants/agents. This includes reviewing the application/paperwork once it is received by Financial Independence Group (FIG), entering the information into the FIG CRM and forwarding the application/paperwork to insurance carriers. The Case Manager works with insurance carriers and agents to resolve new business matters, thus ensuring a policy is issued/paperwork is processed by the insurance carrier in a timely manner. The position requires extensive data processing in the FIG CRM, as well as interaction with insurance carriers’ representatives, licensed agents, third party vendors and various members of the FIG staff. The Case Manager does not communicate with clients. No certifications, licenses or supervisory responsibilities are required for this position.

Duties and responsibilities:
• Receive and thoroughly review all new business and specific inforce matters. Enter and update necessary data in the FIG CRM. Work with FIG team members and agents to satisfy missing requirements for new business applications and inforce paperwork. Input sent-direct applications received from agents. Manage informal insurance application by entering necessary data in FIG’s CRM. Where applicable, order paramedical exams and APS reporting from third-party vendors. Method of measurement: speed; attention to detail; organization; time management; accuracy.
• Schedule and perform follow-up activities to obtain new business/informal application case statuses by calling insurance companies or third-party vendors, sending emails or accessing insurance carriers’ or vendors’ websites. Input information into the FIG CRM and notify agents of case statuses, changes, requirements and any pertinent requests or information. Method of measurement: speed; diligence; accuracy; time management; professional and comprehensive verbal and written communication; organization; initiative.
• Perform general office duties such as copying, scanning and data entry. Manage supplies on hand and order supplies for assigned carriers. Send supply packets via mail and/or email to agents. Support FIG with other duties and responsibilities as the need arises. Method of measurement: accuracy; timeliness; attention to detail; speed, initiative, willingness to support.

Education, work experience and other requirements:
This position prefers a four-year degree or a two-year degree with equivalent work-related experience, along with meticulous organization, speed, diligence, accuracy, initiative, timeliness, attention to detail, professionalism, time-management skills and the ability to work independently. Excellent verbal and written communication skills are a must. A strong commitment to a team culture and a positive attitude is required. Position occasionally requires extended work hours.

Knowledge and skills:
The individual in this role must have a thorough knowledge of how to use the Internet and Microsoft Office programs such as Outlook, Word and Excel. This position also requires the ability to operate copiers, scanners and other office technology, along with a capacity to maintain confidentiality and work well independently in a fast-paced environment.

To apply:
Please send resume and cover letter to [email protected].

To learn more about Financial Independence Group and our culture, please visit our website.

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