FIG Talent Solutions · 6 hours ago
Case Manager
Weston, FL
Full-time
Hybrid
Mid LevelFIG Talent Solutions is a leading Financial Planning Office in Florida, expanding their operations to better service their growing client base. They are seeking a Life and Annuity Case Manager responsible for reviewing and tracking submissions, managing open cases, and fostering relationships with financial professionals.
Financial Services
Hiring Manager
Lori Glaser Miller
Responsibilities
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
Qualification
Required
Life Insurance and Annuity experience
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
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
Company
FIG Talent Solutions
FIG Talent Solutions provides experienced recruiting, performance management, and employee selection programs to the financial services community.
Founded in 2017Cornelius, North Carolina, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase