Forrest T. Jones & Company ยท 6 days ago
Case Management Specialist
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelForrest T. Jones & Company is seeking a detail-oriented and proactive Case Management Specialist to join their team. This role is essential in supporting agents and clients by ensuring accurate policy tracking and smooth communication.
Financial ServicesInsuranceMarketing
Hiring Manager
Barbara Weiner
Responsibilities
Perform data entry and maintain accurate records in our CRM system
Access and navigate insurance carrier websites to check policy statuses
Update CRM with current policy information and notes
Collaborate with agents and assist clients with questions regarding policies
Make outbound calls to carriers when needed to verify or resolve policy issues
Document all interactions and updates thoroughly
Communicate effectively via Microsoft Teams and other internal tools
Qualification
Required
Familiarity with insurance carrier websites and processes
Comfortable making calls to carriers and handling inquiries professionally
Strong attention to detail and organizational skills
Proficient in Microsoft Teams and basic office software
Excellent communication skills (written and verbal)
Ability to work independently and manage multiple tasks
Benefits
Company paid medical
STD
LTD
Life insurance
Voluntary dental
Vision
Life/AD&D insurance
401(k) with company-matching
Generous paid time off
Much more
Company
Forrest T. Jones & Company
Forrest T. Jones & Company is an insurance products and other financial services company.
Founded in 1953
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase