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
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