JOIN OUR TEAM TODAY!

One of our leading Financial Planning Offices in Florida is expanding their operations to better service their growing client base. We have a Life and Annuity Case Manager position available immediately. This is a fully remote opportunity.

YOUR ROLE:

• Responsible for reviewing and tracking new business and inforce submissions through problem-solving and follow-up
• Follow up and communicate with top insurance companies and financial institutions to drive forward the cases in your ownership
• Manage open cases and requirements within the customer relationship management (CRM) tool, constantly evaluating and proposing ideas to improve efficiencies and workflows
• Work closely and in lockstep with the Florida Team to create a cohesive, evolving culture of one to drive stability and growth with the financial professionals we work with
• Communicate and establish deep relationships with financial professionals to effectively convey status updates
• Use creativity and out-of-the-box thinking to solve unique scenarios and problems

Requirements-Life Insurance and Annuity experience!!!

WHY YOU ARE THE RIGHT PERSON:

• Keep a positive attitude in all aspects of your work
• Outcome-driven problem solver
• Fosters and builds relationships internally and externally
• Ability to learn and grow within our CRM
• Engage in collaboration with sales and other departments throughout the organization to increase efficiency
• Bring forward ideas and remain creative for continuous improvement
• Act as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish