Case Support Specialist

A company is looking for a Case Support Specialist - New Business. Key Responsibilities Coordinate the process of individual life insurance and annuity applications or claim files for decision readiness Act as a point of contact for issues and escalations, providing guidance and resolving inquiries Maintain effective working relationships with internal and external team members while ensuring timely communication regarding case statuses Required Qualifications High school education plus equivalent experience or an Associate degree 2 years' experience in a process-oriented role; 5 years preferred 2 years' experience in the Life Insurance industry or carrier operations; 4 years preferred Proven ability to handle multiple assignments with overlapping deadlines Proficient in Salesforce, FAST, AS400, LifeNotes, and Life Desk

May 2, 2025 - 18:27
 0
Case Support Specialist
A company is looking for a Case Support Specialist - New Business. Key Responsibilities Coordinate the process of individual life insurance and annuity applications or claim files for decision readiness Act as a point of contact for issues and escalations, providing guidance and resolving inquiries Maintain effective working relationships with internal and external team members while ensuring timely communication regarding case statuses Required Qualifications High school education plus equivalent experience or an Associate degree 2 years' experience in a process-oriented role; 5 years preferred 2 years' experience in the Life Insurance industry or carrier operations; 4 years preferred Proven ability to handle multiple assignments with overlapping deadlines Proficient in Salesforce, FAST, AS400, LifeNotes, and Life Desk