Int Case Manager

Job Summary

A company is looking for an Int Case Manager.

Key Responsibilities:

• Process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution
• Provide superior service to advisors through inbound calls and emails, maintaining ownership and follow-through
• Communicate with agents to obtain supplemental information, explain requirements, and provide updates on pending business

Required Qualifications:

• Associate's degree in a business field or equivalent education/experience
• One year of financial services operations or related industry experience
• PC skills for data entry, documentation, and navigation within multiple systems
• Proficiency using MS Office
• Knowledge of life and/or annuity products/operations preferred