What are the responsibilities and job description for the Case Coordinator position at Financial Benefits Inc.?
Company Description
Financial Benefits Inc., led by Tamara Burke and Zach Burke, offers quality financial strategies, insurance, and financial services to businesses and individuals in Spearfish, SD. They provide a variety of products to meet insurance and financial needs, including college funding, retirement planning, and lifetime income strategies. Tamara Burke and Zach Burke are licensed agents with New York Life Insurance Company and other independent insurance companies, as well as registered representatives offering securities products.
Role Description
This is a full-time on-site role for a Case Coordinator at Financial Benefits Inc. The Case Coordinator will be responsible for managing and coordinating cases, working closely with social work professionals, communicating with clients, providing customer service, and handling insurance-related tasks.
Qualifications
- Case Management and Social Work skills
- Strong communication and customer service skills
- Knowledge of insurance processes
- Ability to multitask and prioritize tasks effectively
- Experience in a similar role is a plus
