Case Analyst

Job Description

In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and client onboarding, ensuring a seamless client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle, while managing tasks between teams. This role requires a GA Life Insurance license, or the ability to obtain it within 6 months of the date of hire.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Build trusted relationships with clients and teammates.
• Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
• Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and have the ability to provide real time case status updates.
• Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
• Apply basic product knowledge of Forge’s core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
• Review data in company-wide reports to ensure accuracy.
• Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
• Create suitable, accurate settlement recommendation materials for client meetings.
• Save and create a record of materials within Alloy and our Document Management Platform (M-Files).
• Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
• Schedule, support, and notate the confirmation of sold products.
• Direct production teams into action based on confirmed sales and next steps.
• Receive and review client policies for accuracy. Coordinate mailing policies with production teams.
• Handle client and attorney communication follow ups.
• Other duties as needed.

Knowledge, Skills, and Abilities

• Positive energy and an optimistic outlook
• College Degree in related field or equivalent work experience.
• Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets and utilize Teams and Outlook.
• Must possess strong organizational, research, and analytical skills while maintaining confidentiality.
• Excellent writing and verbal communication skills.
• Ability to communicate with tact and diplomacy with all members of the team.
• Excellent customer service skills.
• Flexibility in handling multiple projects.
• Ability to work effectively under pressure within limited time constraints.
• Must be a self-starter; able to work independently and with a team.
• Ability to self-identify opportunities for improvement and problem solve.
• Exercise good judgement, discretion, prioritization, accuracy, organizational ability, initiative, and strong interpersonal skills.
• Proficient with or able to quickly learn the administrative and financial systems and applications used in the organization.

Preferred Skills:

• Spanish bilingual strongly preferred.
• Experience working in a financial services environment.
• Knowledge of the financial services industry and terminology.
• Ability to navigate and document in a CRM.

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift fifteen pounds at times.

Travel Requirements

Less than 5% of the time, but occasional travel is necessary.