What are the responsibilities and job description for the Case Manager- Life Insurance position at Sammons Financial Group?
What you can expect as a Case Manager- Life Insurance:
This Person provides professional, accurate, timely, and accountable service to distribution partners and internal/external contacts, with a focus on efficient and effective end to end processes. Work with, navigate within, and understand complex computer systems while maintaining high quality work. Responsibilities include but are not limited to: application and risk assessment, case management, quality assurance, and providing end to end guidance in all phases of the New Business/Underwriting process.
What we are looking for:
- College Degree
- 1-3 years’ work experience in a related field
- Customer centric mindset
- Strong communication skills, both verbal and written
- Strong sense of urgency
- Superior ability to listen and be responsive to customers; ability to relay difficult decisions while showing empathy
- Excellent decision making skills with the ability to solve problems innovatively to find “win-win” solutions
- Self-starter with excellent teamwork skills and an innate sense of urgency
- Good interpersonal skills, including a high degree of professionalism, effective relational skills, strong initiative and high level of energy
- Strong organizational skills required with attention to detail
- Ability to work independently and also effectively work with diverse personalities
- Able to sustain urgency, adaptability, and motivation during rapid change Ability to multi-task and prioritize work effectively and accurately manage a large volume of constantly changing work in a fast paced environment
- Open to coaching and constructive feedback, to improve performance and effectiveness
Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group:
- A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
- A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
- Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
- Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance… to name a few!
- A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
- A casual dress code, including jeans!
- Pay Range for a Case Manager: $34,110 - $71,062. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
- Sammons Financial Group offers incentive programs for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
- Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
Salary : $34,110 - $71,062
