The Forge Companies · 1 day ago
Case Analyst
Atlanta, GA
Full-time
Onsite
New Grad, Entry LevelThe Forge Companies is seeking a Case Analyst to provide operational and client support to internal and external clients. The role involves acting as a bridge between Financial Consultants and client onboarding, ensuring a seamless client experience while managing the case life cycle.
ConsultingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
GA Life Insurance license, or the ability to obtain it within 6 months of the date of hire
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
Experience working in a financial services environment
Knowledge of the financial services industry and terminology
Ability to navigate and document in a CRM
Company
The Forge Companies
The Forge Companies specialize in providing advice for wealth management and financial services.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Spooner Phillips IV
Chief Executive Officer
Recent News
2025-11-04
2025-03-03
2024-12-18
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